Financial Advisor
I began my career in financial services in January of 2015. I joined the team in an administrative role, which I believe has helped me throughout my career. I was able to be hands on through many scenarios, whether it was on-boarding a new client, disbursing assets due to a divorce, or processing an estate for a client who had passed. I was able to see first-hand the impact an advisor can make during these major life events and the importance of good planning. I was fascinated with the many moving parts of financial planning and how they all fit together. I knew that I wanted to expand my knowledge and decided to get the CERTIFIED FINANCIAL PLANNER™ certification. Shortly after obtaining my CFP®, I transitioned into an advisor role on the team. Since then I have focused on helping my clients create a clear picture of their finances, which extends far beyond investments alone. It is important to me that my clients feel empowered and confident when is comes to their wealth.
Visit our team site: www.ubs.com/team/nasiefpowellcurtis
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
I began my career in financial services in January of 2015. I joined the team in an administrative role, which I believe has helped me throughout my career. I was able to be hands on through many scenarios, whether it was on-boarding a new client, disbursing assets due to a divorce, or processing an estate for a client who had passed. I was able to see first-hand the impact an advisor can make during these major life events and the importance of good planning. I was fascinated with the many moving parts of financial planning and how they all fit together. I knew that I wanted to expand my knowledge and decided to get the CERTIFIED FINANCIAL PLANNER™ certification. Shortly after obtaining my CFP®, I transitioned into an advisor role on the team. Since then I have focused on helping my clients create a clear picture of their finances, which extends far beyond investments alone. It is important to me that my clients feel empowered and confident when is comes to their wealth.
Visit our team site: www.ubs.com/team/nasiefpowellcurtis
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Financial Advisor
I began my career in financial services in January of 2015. I joined the team in an administrative role, which I believe has helped me throughout my career. I was able to be hands on through many scenarios, whether it was on-boarding a new client, disbursing assets due to a divorce, or processing an estate for a client who had passed. I was able to see first-hand the impact an advisor can make during these major life events and the importance of good planning. I was fascinated with the many moving parts of financial planning and how they all fit together. I knew that I wanted to expand my knowledge and decided to get the CERTIFIED FINANCIAL PLANNER™ certification. Shortly after obtaining my CFP®, I transitioned into an advisor role on the team. Since then I have focused on helping my clients create a clear picture of their finances, which extends far beyond investments alone. It is important to me that my clients feel empowered and confident when is comes to their wealth.
Visit our team site: www.ubs.com/team/nasiefpowellcurtis
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
I began my career in financial services in January of 2015. I joined the team in an administrative role, which I believe has helped me throughout my career. I was able to be hands on through many scenarios, whether it was on-boarding a new client, disbursing assets due to a divorce, or processing an estate for a client who had passed. I was able to see first-hand the impact an advisor can make during these major life events and the importance of good planning. I was fascinated with the many moving parts of financial planning and how they all fit together. I knew that I wanted to expand my knowledge and decided to get the CERTIFIED FINANCIAL PLANNER™ certification. Shortly after obtaining my CFP®, I transitioned into an advisor role on the team. Since then I have focused on helping my clients create a clear picture of their finances, which extends far beyond investments alone. It is important to me that my clients feel empowered and confident when is comes to their wealth.
Visit our team site: www.ubs.com/team/nasiefpowellcurtis
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Enabling the transfer of all you hold valuable
What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?
Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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