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$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
As a Financial Adviser, my strongest assets are 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 their needs. This ensures 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.
For over 40 years, Sheri has helped clients manage their wealth throughout good times and bad. She joined UBS in 1989 and genuinely enjoys helping clients succeed in reaching their financial goals.
From retirement and estate planning to education funding and overall financial planning, Sheri brings diverse experience to her practice across the spectrum of clients’ wealth management accreditation to serve her clients even better: Life, Health and Long- term Care Insurance Licenses
In 2011, she earned the UBS Wealth Advisor designation. Sheri joined UBS in 1989 and was born and raised in Washington state. She has a bachelors of Art degree in business from Washington State University. In her spare time, she enjoys time with family and friends, traveling, boating and golfing with her husband.
CA License #0E1909
Education
Credentials
Senior Vice President–Wealth Management
As a Financial Adviser, my strongest assets are 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 their needs. This ensures 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.
For over 40 years, Sheri has helped clients manage their wealth throughout good times and bad. She joined UBS in 1989 and genuinely enjoys helping clients succeed in reaching their financial goals.
From retirement and estate planning to education funding and overall financial planning, Sheri brings diverse experience to her practice across the spectrum of clients’ wealth management accreditation to serve her clients even better: Life, Health and Long- term Care Insurance Licenses
In 2011, she earned the UBS Wealth Advisor designation. Sheri joined UBS in 1989 and was born and raised in Washington state. She has a bachelors of Art degree in business from Washington State University. In her spare time, she enjoys time with family and friends, traveling, boating and golfing with her husband.
CA License #0E1909
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
