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$7 trn
UBS Group invested assets
As of 12/31/2025
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
Financial Advisor
After two decades and a dozen market corrections we continue to strive 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.
California insurance license #4557490
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
After two decades and a dozen market corrections we continue to strive 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.
California insurance license #4557490
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
