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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Financial Advisor
I have always had a heart for serving others and helping them achieve their goals in life. I use this passion to help other through my role with the Wallace Group- to provide thoughtful financial advice to clients in an understandable and systematic way, tailored to their situation, and geared toward helping them reach their financial goals - with a focus on exemplary client service. I originally entered the business in 1999 and in 2013 I completed the requirements to be a CERTIFIED FINANCIAL PLANNERTM.
Away from the office I enjoy spending time with my wife Rachel and my three children - Elizabeth, Samuel and Peter.
Personal & Community
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
Financial Advisor
I have always had a heart for serving others and helping them achieve their goals in life. I use this passion to help other through my role with the Wallace Group- to provide thoughtful financial advice to clients in an understandable and systematic way, tailored to their situation, and geared toward helping them reach their financial goals - with a focus on exemplary client service. I originally entered the business in 1999 and in 2013 I completed the requirements to be a CERTIFIED FINANCIAL PLANNERTM.
Away from the office I enjoy spending time with my wife Rachel and my three children - Elizabeth, Samuel and Peter.
Personal & Community
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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