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$6.9 trn
UBS Group invested assets
As of 10/29/2025
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Financial Advisor
As an Account Vice President and Wealth Advisor at UBS Wealth Management I strive to provide my clients with compelling value and unparalleled service by creating and executing individualized tailor fit solutions to all of their financial and advisory needs. Whether my clients are accumulating wealth, enjoying retirement, or protecting and planning for their loved ones financial futures, I provide customized solutions for each aspect of their current and future financial needs.
As a Wealth Advisor located in the Rutland, VT branch of UBS Wealth Management. I have over 20 years of experience as a Financial Advisor and currently hold series 7,31,63 and 65 Advisory Licenses. Prior to pursuing a career in Investment Management in the mid 1990's, I was a Managing Director for the Princeton Review. I received a BS with honors from Georgetown University in Washington DC. I enjoy skiing, swimming, hiking, obstacle race competition and collecting and maintaining historic automobiles.
Personal & Community
Education
Financial Advisor
As an Account Vice President and Wealth Advisor at UBS Wealth Management I strive to provide my clients with compelling value and unparalleled service by creating and executing individualized tailor fit solutions to all of their financial and advisory needs. Whether my clients are accumulating wealth, enjoying retirement, or protecting and planning for their loved ones financial futures, I provide customized solutions for each aspect of their current and future financial needs.
As a Wealth Advisor located in the Rutland, VT branch of UBS Wealth Management. I have over 20 years of experience as a Financial Advisor and currently hold series 7,31,63 and 65 Advisory Licenses. Prior to pursuing a career in Investment Management in the mid 1990's, I was a Managing Director for the Princeton Review. I received a BS with honors from Georgetown University in Washington DC. I enjoy skiing, swimming, hiking, obstacle race competition and collecting and maintaining historic automobiles.
Personal & Community
Education
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.
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.
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
