$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
I am one of a select group of UBS Financial Advisors who has earned both UBS designations of Wealth Advisor and Portfolio Manager. As a Wealth Advisor, I am qualified to provide highly personalized wealth management services to a select clientele of individuals and their families, business owners and entrepreneurs, and corporate and trust fiduciaries. As a qualified Portfolio Manager, I have the necessary technical experience and analytical resources to successfully create, manage and monitor my client’s portfolios on a discretionary basis using my own four step process of wealth management.
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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
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UBS is a leading and truly global wealth manager