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$3.9 trillion
In invested assets globally
As of 12/31/2022
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Senior Vice President–Wealth Management
I have resided in the desert for over 55 years and started my financial career in 1968. I currently manage over $225 million in assets at UBS and have been providing superior client service to desert residents specializing in retirement planning and tax-free bonds.
Personal & Community
Education
Senior Vice President–Wealth Management
I have resided in the desert for over 55 years and started my financial career in 1968. I currently manage over $225 million in assets at UBS and have been providing superior client service to desert residents specializing in retirement planning and tax-free bonds.
Personal & Community
Education
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
