$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.
Executive Director
Senior Wealth Strategy Associate
I have worked with Bank Portfolios, Trust Departments, Investment advisors and high net worth individuals. I have experience with a variety of Fixed Income Instruments including Treasuries, Mortgage backed securities, Government agency bonds, Corporate and Municipal bonds. In 1996 I joined what is now UBS Financial Services, transitioning my focus on equities. As a Wealth Management Financial Advisor I currently have 250 million assets under management. Servicing Ultra-high net worth family offices around the world.
Education
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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