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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.
Senior Vice President–Wealth Management
Sam Mineo provides customized solutions for managing the day-to-day financial affairs of high net worth families and high income individuals. He has over 22 years of financial industry experience and recently acquired the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. Prior to joining UBS, Sam was the Senior Wealth Advisor for Nevada State Investment Services, a division of Nevada State Bank. Sam was also a partner in a successful independent wealth management firm that was acquired by Nevada State Bank. Sam received his B.S. in Finance from the University of Nevada, Las Vegas. He enjoys serving on the board of the UNLV Football Foundation and volunteering his time in the community. Sam and his wife, Jill, have three children.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Sam Mineo provides customized solutions for managing the day-to-day financial affairs of high net worth families and high income individuals. He has over 22 years of financial industry experience and recently acquired the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. Prior to joining UBS, Sam was the Senior Wealth Advisor for Nevada State Investment Services, a division of Nevada State Bank. Sam was also a partner in a successful independent wealth management firm that was acquired by Nevada State Bank. Sam received his B.S. in Finance from the University of Nevada, Las Vegas. He enjoys serving on the board of the UNLV Football Foundation and volunteering his time in the community. Sam and his wife, Jill, have three children.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
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
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