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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
After two decades and a dozen market corrections we continue to excel at helping families manage and protect their prosperity.
We believe the best results come from intimate relationships and by having a financial plan aligned with your thinking. Wealth Management is a hands on process with active anticipation of your needs across the full spectrum of services.
By relentlessly staying informed and equipped with creative solutions, we address the issues that impact our clients. We invest along side you - believing in the integrity of our decisions. No single idea works for all people or all the time thus we critically weigh your best opportunities across a range of expertise.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Vice President–Wealth Management
After two decades and a dozen market corrections we continue to excel at helping families manage and protect their prosperity.
We believe the best results come from intimate relationships and by having a financial plan aligned with your thinking. Wealth Management is a hands on process with active anticipation of your needs across the full spectrum of services.
By relentlessly staying informed and equipped with creative solutions, we address the issues that impact our clients. We invest along side you - believing in the integrity of our decisions. No single idea works for all people or all the time thus we critically weigh your best opportunities across a range of expertise.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
