$5+ trillion
In invested assets globally
As of 11/07/2023
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
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
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