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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
