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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.
First Vice President–Wealth Management
I began my career in 1984, and over the past 31 years I have helped manage client's assets not only through the good times, but through the crash of 1987, the rising interest rates of the early 1990's, the technology bubble, and a couple of recessions. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning. I assist clients in achieving their goals through conservative growth and income strategies. I feel that controlling the risk of an investment portfolio is just as important as maximizing the investment return of the portfolio. I am FINRA registered and hold series 7, 63, 65, and 31 securities licenses as well as licenses for life and health insurance and variable annuities.
My Bachelor of Science degree is from the University of Tennessee and majored in Finance and Economics. My wife Anne and I live in Knoxville on 7 acres with 2 dogs and a cat. I spend most of my leisure time gardening and golfing.
Education
First Vice President–Wealth Management
I began my career in 1984, and over the past 31 years I have helped manage client's assets not only through the good times, but through the crash of 1987, the rising interest rates of the early 1990's, the technology bubble, and a couple of recessions. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning. I assist clients in achieving their goals through conservative growth and income strategies. I feel that controlling the risk of an investment portfolio is just as important as maximizing the investment return of the portfolio. I am FINRA registered and hold series 7, 63, 65, and 31 securities licenses as well as licenses for life and health insurance and variable annuities.
My Bachelor of Science degree is from the University of Tennessee and majored in Finance and Economics. My wife Anne and I live in Knoxville on 7 acres with 2 dogs and a cat. I spend most of my leisure time gardening and golfing.
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
