$5+ trillion
In invested assets globally
As of 11/07/2023
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.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager