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$5+ trillion
In invested assets globally
As of 11/07/2023
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
Executive Director
Financial Advisor
California Insurance License O133340
I began my advisory career in 1986 when I joined E.F.Hutton and Company, which later became Smith Barney. My formative years as a financial advisor were spent in some of the markets most tumultuous times, as the market corrections of 1987, 1990, and 1994 impressed upon me the importance of capital preservation. I joined UBS in 2008, attracted by the firm's reputation in Wealth Management, and financial stability. My years as a branch manager have given me unique insight into the needs of sophisticated investors, and the value of being a fully engaged financial advisor.
My focus is on how meaningful conversations about your personal and financial goals, when combined with a rigorous planning process, can improve financial outcomes for you and your family. My experience, combined with the powerful resources of my firm, enables us to become valuable and experienced financial advisors to you, your family, and future generations.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Executive Director
Financial Advisor
California Insurance License O133340
I began my advisory career in 1986 when I joined E.F.Hutton and Company, which later became Smith Barney. My formative years as a financial advisor were spent in some of the markets most tumultuous times, as the market corrections of 1987, 1990, and 1994 impressed upon me the importance of capital preservation. I joined UBS in 2008, attracted by the firm's reputation in Wealth Management, and financial stability. My years as a branch manager have given me unique insight into the needs of sophisticated investors, and the value of being a fully engaged financial advisor.
My focus is on how meaningful conversations about your personal and financial goals, when combined with a rigorous planning process, can improve financial outcomes for you and your family. My experience, combined with the powerful resources of my firm, enables us to become valuable and experienced financial advisors to you, your family, and future generations.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
The challenges women breadwinners face embracing their financial clout
Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?
We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”
$5+ trillion
In invested assets globally
As of 11/07/2023
Global leader
UBS is a world-leading wealth manager
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020
