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$2.8 trillion
In invested assets globally
As of 06/30/2022
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
Rosemary began her financial services career over thirty years ago and joined UBS and its predecessor firms in 1984. She was an equity partner with J.C. Bradford and member of its Leadership Council. She has been a member of the Director's Council, whose members are among the firm's top advisors every year while at UBS. She obtained her Wealth Advisor designation in 2010, which is offered to a select group of successful advisors for extensive ongoing education. She obtained the Portfolio Manager designation in 2011, which allows her to use discretion to quickly adjust portfolios to market events. The Senior Portfolio Manager designation was awarded to her in 2015.
Accomplishments
Personal & Community
Education
Credentials
Senior Vice President–Wealth Management
Rosemary began her financial services career over thirty years ago and joined UBS and its predecessor firms in 1984. She was an equity partner with J.C. Bradford and member of its Leadership Council. She has been a member of the Director's Council, whose members are among the firm's top advisors every year while at UBS. She obtained her Wealth Advisor designation in 2010, which is offered to a select group of successful advisors for extensive ongoing education. She obtained the Portfolio Manager designation in 2011, which allows her to use discretion to quickly adjust portfolios to market events. The Senior Portfolio Manager designation was awarded to her in 2015.
Accomplishments
Personal & Community
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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
