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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Richard joined UBS as a Financial Advisor in June of 2004. Prior to joining UBS Richard worked as the Director of Sales for the Southern Company in Atlanta, GA. While at the Southern Company, he worked hands on with UBS (then Paine Webber) and individuals on how to invest in 401Ks and when to exercise stock options, and became passionate about working with individuals from a Wealth Management standpoint. His main goal is to ensure his clients understand that their money is working toward their individual financial goals. Richard holds his Series 7, 66, and Health and Life Insurance Licenses and is registered as an agent in 30 states. He is also a Certified Retirement Plan Specialist (CRPS), Retirement Plan Consultant, and is one of only 500 advisors at UBS who have achieved the title of Wealth Advisor.
Richard was born in New York City, but moved to Mexico City when he was two years old. Spanish was his first language, and he is still fluent today. Richard graduated from Cornell University with a Bachelor of Arts in Economics. He has called Durham home since 2004, joining an extended family (a total of 19 individuals living within a 6 square mile area!) who have established roots in the community. Richard is married to Debbie, and they have four sons; Richard, Charlie, Jack, and Henry. His hobbies include attending his sons' sporting events, biking, and he is an avid reader.
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
Senior Vice President–Wealth Management
Richard joined UBS as a Financial Advisor in June of 2004. Prior to joining UBS Richard worked as the Director of Sales for the Southern Company in Atlanta, GA. While at the Southern Company, he worked hands on with UBS (then Paine Webber) and individuals on how to invest in 401Ks and when to exercise stock options, and became passionate about working with individuals from a Wealth Management standpoint. His main goal is to ensure his clients understand that their money is working toward their individual financial goals. Richard holds his Series 7, 66, and Health and Life Insurance Licenses and is registered as an agent in 30 states. He is also a Certified Retirement Plan Specialist (CRPS), Retirement Plan Consultant, and is one of only 500 advisors at UBS who have achieved the title of Wealth Advisor.
Richard was born in New York City, but moved to Mexico City when he was two years old. Spanish was his first language, and he is still fluent today. Richard graduated from Cornell University with a Bachelor of Arts in Economics. He has called Durham home since 2004, joining an extended family (a total of 19 individuals living within a 6 square mile area!) who have established roots in the community. Richard is married to Debbie, and they have four sons; Richard, Charlie, Jack, and Henry. His hobbies include attending his sons' sporting events, biking, and he is an avid reader.
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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UBS is a leading and truly global wealth manager
