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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
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
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
