$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
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
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