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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Clients are sometimes surprised during our first meeting that I will spend more time on the personal issues, rather than focusing on their assets, portfolio, and net worth. It’s not that the numbers are not important; they are, especially for a prior CPA with both a public and corporate finance background. The "numbers" are extremely important, it’s just that understanding a client as to who they are, how they think, and what really matters to them is what ultimately drives financial recommendations and decisions.
Though my focus begins on my clients “non-financial being”, that is not to say I take the numbers lightly. A solid commitment to, and understanding of the numbers, is the root of every recommendation. It comes from prior experience - nearly 22 years of it. Prior to UBS, I spent 12 years in both public and corporate finance, and now, nearly 10 as a financial advisor, all with UBS. I can honestly say. “I enjoy crunching numbers.”
Clearly, the majority of my advice focuses on current and future wealth management needs, but it goes much deeper than that. Because my focus is not just on the numbers, but also on the personal side, I assist my clients in exploring the ramifications of major decisions such as business changes, vacation / investment property choices, and significant family financial decisions impacting current and future generations.
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.
Credentials
Senior Vice President–Wealth Management
Clients are sometimes surprised during our first meeting that I will spend more time on the personal issues, rather than focusing on their assets, portfolio, and net worth. It’s not that the numbers are not important; they are, especially for a prior CPA with both a public and corporate finance background. The "numbers" are extremely important, it’s just that understanding a client as to who they are, how they think, and what really matters to them is what ultimately drives financial recommendations and decisions.
Though my focus begins on my clients “non-financial being”, that is not to say I take the numbers lightly. A solid commitment to, and understanding of the numbers, is the root of every recommendation. It comes from prior experience - nearly 22 years of it. Prior to UBS, I spent 12 years in both public and corporate finance, and now, nearly 10 as a financial advisor, all with UBS. I can honestly say. “I enjoy crunching numbers.”
Clearly, the majority of my advice focuses on current and future wealth management needs, but it goes much deeper than that. Because my focus is not just on the numbers, but also on the personal side, I assist my clients in exploring the ramifications of major decisions such as business changes, vacation / investment property choices, and significant family financial decisions impacting current and future generations.
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.
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$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
