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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
Throughout my 25 year career as a Registered Investment Advisor my
focus has been on delivering comprehensive custom solutions for each
of my individual client relationships. Each and every client relationship
differs in many ways that include but are not limited to their goals,
objectives, resources, risk tolerances, investment experiences, time
horizons and liquidity needs. My goal is to build a tailored portfolio
that will address each of the needs that are specific to each of my
clients by creating a comprehensive financial plan that identifies and
prioritizes those needs.
Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
– Longevity planning, including retirement income and insurance
planning
– Wealth transfer strategies, including inheritance and business
succession planning
– Life transition planning for marriage, divorce or loss of a loved one
Education
Senior Vice President–Wealth Management
Financial Advisor
Throughout my 25 year career as a Registered Investment Advisor my
focus has been on delivering comprehensive custom solutions for each
of my individual client relationships. Each and every client relationship
differs in many ways that include but are not limited to their goals,
objectives, resources, risk tolerances, investment experiences, time
horizons and liquidity needs. My goal is to build a tailored portfolio
that will address each of the needs that are specific to each of my
clients by creating a comprehensive financial plan that identifies and
prioritizes those needs.
Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
– Longevity planning, including retirement income and insurance
planning
– Wealth transfer strategies, including inheritance and business
succession planning
– Life transition planning for marriage, divorce or loss of a loved one
Education
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
