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$3.9 trillion
In invested assets globally
As of 12/31/2022
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
