A plan for today, tomorrow and generations to come

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Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

Plans

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.

  • Thomas Podmajersky

    Thomas Podmajersky, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
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    • GA
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    • ID
    • IL
    • IN
    • MA
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    • MN
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    • NC
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    • NJ
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    • NY
    • OH
    • OR
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    • VA
    • WA
    • WI

    Tom is a credentialed UBS Wealth Advisor and has over 35 years of experience in the financial services industry. During his career he has maintained a concentrated focus on providing sophisticated wealth management solutions to select entrepreneurs both after a liquidity event and during the business growth phase. Tom also maintains wealth advisory relationships with high level corporate executives and successful families with multi-generational wealth.

    Client relationships begin with a financial planning process including a review of business succession and strategy, philanthropy and investment planning. The implementation includes asset allocation, investment management, investment consulting and detailed financial projections. Tom also has over ten years of corporate financing experience with both private and corporate banks. He began his wealth management career in 1996 and is in his 9th year with UBS.

    Tom's professional credentials include a CIMA® (Certified Investment Analyst), and a CRPS® (Certified Retirement Plan Specialist). Tom holds a B.A. in Economics from Rutgers University. In his spare time, he is active in open water and masters swimming, golf, and spending time with his wife of 30+ years along with his three adult children and new granddaughter. Tom resides in Corona Del Mar but enjoys spending time at his home in New England.

     

    Tom holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0B94488

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        888 San Clemente Drive
        Suite 300
        Newport Beach, CA 92660
        thomas.podmajersky@ubs.com
        Thomas Podmajersky, CIMA
        888 San Clemente Drive,Newport Beach,CA,92660
      • Nicholas Villasenor 2021

        Nicholas Villasenor

        Senior Vice President

        Financial Advisor

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        • AR
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        • CA
        • CO
        • FL
        • GA
        • HI
        • ID
        • IL
        • MA
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • ND
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        Nick is a Senior Portfolio Manager at UBS and has served families with wealth management solutions for close to 20 years. He is a graduate of California State University Fullerton where he earned his degree in Business Administration with an emphasis in Finance and a concentration in Investments and Financial Planning.

        Nick maintains wealth advisory relationships with successful families and businesses with multi-generational wealth. 

        Nick resides in Orange County. In his spare time, he enjoys golfing, traveling and spending time with his wife, Nila, and two daughters, Mia and Eva.

         

        Nick holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0H89023

        • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            888 San Clemente Drive
            Suite 300
            Newport Beach, CA 92660
            nick.villasenor@ubs.com,thuy.doan@ubs.com
            Nicholas Villasenor
            888 San Clemente Drive,Newport Beach,CA,92660
          • tyler smith 2021 edit

            Tyler Smith

            Vice President–Wealth Management

            Financial Advisor

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            • AR
            • AZ
            • CA
            • CO
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • MA
            • ME
            • MI
            • MN
            • MO
            • MT
            • NC
            • ND
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OR
            • PA
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI

            Tyler joined UBS after working as a data analyst at a New York securities litigation firm, where he applied econometric models to analyze client damages in class action lawsuits and helped develop mathematical models to identify potential securities claims. He was born and raised in Irvine, CA, and received his B.S. in Mathematics/Economics from the University of California, Los Angeles.

            Tyler holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0J21985

            • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                888 San Clemente Drive
                Suite 300
                Newport Beach, CA 92660
                tyler-za.smith@ubs.com
                Tyler Smith
                888 San Clemente Drive,Newport Beach,CA,92660
              • Dan Stevens

                Daniel Stevens, CFP, ChFC, CRPC

                Financial Advisor

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                • AR
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                • CA
                • CO
                • CT
                • FL
                • GA
                • HI
                • ID
                • IL
                • IN
                • MA
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • ND
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OR
                • PA
                • TN
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                • VA
                • WA
                • WI

                Dan is Certified Financial Planner (CFP®), a Chartered Retirement Plan Consultant (CRPC®) and a Chartered Financial Consultant (ChFC®), and is in his seventh year as a financial professional having previously worked with boutique financial planning firms in Boston and Irvine California.  Dan has a focus in providing comprehensive financial planning and advisory services to high net worth individuals and entrepreneurs.

                Dan often begins a relationship with a detailed financial plan utilizing UBS’ financial planning teams.  This process involves retirement planning and detailed analysis of growing, protecting and organizing a client's wealth.  His practice includes a focus on asset allocation and generational planning as part of his ongoing relationships.

                Dan has an A.B. from Harvard College where he was a four year letter winner for Harvard’s Division 1 Water Polo Team and received NCAA All Academic Recognition in each of the four years.  He was also Captain of Team USA Water Polo in the 2012 Junior Pan American Games.

                Dan grew up locally and currently lives in Newport Beach, having attended Newport Harbor High School and enjoys spending time with his fiancé, Lauren, as well as his family.  He also loves sports, hiking and the beach.

                    • Chartered Retirement Planning Counselor
                    • CERTIFIED FINANCIAL PLANNER™
                    • Chartered Financial Consultant
                    888 San Clemente Drive
                    Suite 300
                    Newport Beach, CA 92660
                    dan.stevens@ubs.com
                    Daniel Stevens, CFP, ChFC, CRPC
                    888 San Clemente Drive,Newport Beach,CA,92660
                  • Heather

                    Heather Hilario

                    Senior Client Associate

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                    • AR
                    • AZ
                    • CA
                    • CO
                    • FL
                    • GA
                    • HI
                    • ID
                    • IL
                    • IN
                    • MA
                    • ME
                    • MI
                    • MO
                    • NC
                    • NH
                    • NJ
                    • NV
                    • NY
                    • OH
                    • OR
                    • PA
                    • TN
                    • TX
                    • UT
                    • VA
                    • WA
                    • WI

                    Heather is an experienced Wealth Management professional with 18 years of industry experience. She holds the Series 7 and 66 licenses, and enjoys helping high net worth families with their operational requirements. Away from the office, Heather is a mom of two girls, ages 2.5 and 5, and happily married to her husband, Don, of nine years.

                     

                    Heather is a licensed California insurance agent CA Insurance License #0H78105

                          888 San Clemente Drive
                          Suite 300
                          Newport Beach, CA 92660
                          heather.hilario@ubs.com
                          Heather Hilario
                          888 San Clemente Drive,Newport Beach,CA,92660
                        • Thuy Doan 2021

                          Thuy Doan

                          Client Associate

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                            Thuy has serviced clients for over 10 years. She manages daily operational and administrative functions. Her focus is to simplify the lives of the families that she works with. Thuy graduated from California State University of Fullerton with a degree in Business Administration with a concentration in Finance. She enjoys travelling with her husband and two daughters.

                                  888 San Clemente Drive
                                  Suite 300
                                  Newport Beach, CA 92660
                                  thuy.doan@ubs.com
                                  Thuy Doan
                                  888 San Clemente Drive,Newport Beach,CA,92660
                                • Nila Priyambodo

                                  Nila Priyambodo

                                  Client Associate

                                  Business Development Specialist

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                                  • AR
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                                  • CA
                                  • CO
                                  • FL
                                  • GA
                                  • HI
                                  • ID
                                  • IL
                                  • MA
                                  • ME
                                  • MI
                                  • MN
                                  • MO
                                  • NH
                                  • NJ
                                  • NV
                                  • NY
                                  • OH
                                  • OR
                                  • TN
                                  • TX
                                  • UT
                                  • VA
                                  • WA
                                  • WI

                                  Nila has over 13 years of experience in this industry. She is currently working part-time to help support the team as an analyst.

                                  Nila has an MBA in Finance from the University of La Verne. In her spare time, she enjoys spending time and traveling with her husband, Nick, their daughters, Mia and Eva, and their family dog, Sir Finn.

                                      • Business Development Specialist
                                      888 San Clemente Drive
                                      Suite 300
                                      Newport Beach, CA 92660
                                      nila.priyambodo@ubs.com
                                      Nila Priyambodo
                                      888 San Clemente Drive,Newport Beach,CA,92660

                                    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.

                                    Your lifelong financial plan. UBS Wealth Way

                                    Your lifelong financial plan. UBS Wealth Way

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