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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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
