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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Senior Vice President–Wealth Management
Rick has more than 30 years of financial services and business experience. He began his career in the financial services industry with PaineWebber in 1984 after ten years as a private business owner. He focuses on managing individual portfolios for clients using risk management, tax-efficient investing and asset allocation models. He is committed to a disciplined approach toward asset accumulation, with a long term emphasis.
Senior Vice President–Wealth Management
Rick has more than 30 years of financial services and business experience. He began his career in the financial services industry with PaineWebber in 1984 after ten years as a private business owner. He focuses on managing individual portfolios for clients using risk management, tax-efficient investing and asset allocation models. He is committed to a disciplined approach toward asset accumulation, with a long term emphasis.
Is your portfolio 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
