$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
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