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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
For over 25 years, Richard has effectively helped manage his clients’ financial futures. In fact, Richard is one of a small number of UBS Financial Advisors who has earned the designation of "Wealth Advisor;" as a Wealth Advisor, he is eminently qualified to provide highly personalized Wealth Management services. Richard earned his B.S. in Accounting from Fairleigh Dickinson University in Hackensack, NJ. He is also a Certified Financial Planner™ (CFP®), and a Senior Portfolio Manager. These accolades have earned Richard a listing in the Guide to America's Top Financial Planners. He has also been featured on WCBS News Radio discussing Financial Planning concepts. Richard relocated, with his wife Dr. Wendy Miller-Schneider and his children, to Arizona from NYC in 2005 and resides in Paradise Valley. Outside of the office Richard enjoys hiking, bike trips with his family and yoga. He is a former Board Chairman for New Way Academy and member of the parent advisory board for T-Gen's Center for Rare Childhood Disorders.
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
For over 25 years, Richard has effectively helped manage his clients’ financial futures. In fact, Richard is one of a small number of UBS Financial Advisors who has earned the designation of "Wealth Advisor;" as a Wealth Advisor, he is eminently qualified to provide highly personalized Wealth Management services. Richard earned his B.S. in Accounting from Fairleigh Dickinson University in Hackensack, NJ. He is also a Certified Financial Planner™ (CFP®), and a Senior Portfolio Manager. These accolades have earned Richard a listing in the Guide to America's Top Financial Planners. He has also been featured on WCBS News Radio discussing Financial Planning concepts. Richard relocated, with his wife Dr. Wendy Miller-Schneider and his children, to Arizona from NYC in 2005 and resides in Paradise Valley. Outside of the office Richard enjoys hiking, bike trips with his family and yoga. He is a former Board Chairman for New Way Academy and member of the parent advisory board for T-Gen's Center for Rare Childhood Disorders.
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
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
