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51 countries
Our global footprint
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
Financial Advisor
As a Senior Vice President - Wealth Management with UBS since 2011, my strongest asset is the relationships I've established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to your needs. This ensures that I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.
I am a CERTIFIED FINANCIAL PLANNER™ and Portfolio Manager with my Series 7 and Series 66 licenses as well as my Life and Health Insurance License. I live in Granby with my husband and son; my daughter, her husband and my grandson live next door. In my spare time I enjoy singing, running, cross country skiing, golfing and we spend time hiking in the Adirondacks.
Recognized as an industry leader:
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
As a Senior Vice President - Wealth Management with UBS since 2011, my strongest asset is the relationships I've established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to your needs. This ensures that I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.
I am a CERTIFIED FINANCIAL PLANNER™ and Portfolio Manager with my Series 7 and Series 66 licenses as well as my Life and Health Insurance License. I live in Granby with my husband and son; my daughter, her husband and my grandson live next door. In my spare time I enjoy singing, running, cross country skiing, golfing and we spend time hiking in the Adirondacks.
Recognized as an industry leader:
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.
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
