Global access. Strategic solutions.

Private Wealth Management

Suspension bridge

As UBS Private Wealth Advisors, we understand the importance of preserving all you've achieved for your family and the legacy you hope to leave to each generation. Accessing the full depth and breadth of UBS platforms and expertise, we are not only well-positioned to advise you on your most complex wealth challenges, we're committed to delivering the responsive service and stewardship you deserve.

Private Wealth Management is a division within UBS Financial Services Inc.

The Seidman and Bevis Group

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

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    Rafael S. Williamson

    Executive Director

    Senior Portfolio Strategist

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    Todd D. Mayo

    Executive Director

    Senior Wealth Strategist

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    Stacey Strauss

    Executive Director

    Global Family Office Relationship Manager

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    Julie Binder

    Executive Director

    Senior Strategist Family & Philanthropy Advisory

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    Brian Hans

    Executive Director

    Senior Wealth & Tax Strategist

The proof is in our numbers

Recognized by 6
leading financial publications

Over 60

Collective years of experience

Over $1 Billion

Assets under management

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Wealth, from your point of view

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Multigenerational families

Multigenerational families

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020


Family office services

Euromoney Private Banking and Wealth Management Survey, 2021

UBS Webinar on Social Finance - Student Loans - 10/27

Date.October 27 2021

Webinar - use "supporting documents" link to access event with below Meeting ID & Password Meeting: 174 319 4046 Password: optimus21

  • Batya Blankers, CEO Chancen International
  • Gerald Gonzenbach, Chair and Co-Founder Uniport
  • Anita Kover, Program Director/Social Finance UBS Optimus Foundation
Register for this event