A plan for today, tomorrow and generations to come

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.

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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, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- 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, 2022The 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, 2023The 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
Nicholas Villasenor

Senior Vice President

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- MA
- ME
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- 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, 2022The 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, 2023The 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 Smith

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- 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, 2023The 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
Heather Hilario

Senior Client Associate
View bio
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.
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660
Thuy Doan

Client Associate
View bio
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
Nila Priyambodo

Client Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- ME
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- SC
- 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.
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

Thomas Podmajersky, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- 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, 2022The 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, 2023The 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
Nicholas Villasenor

Senior Vice President

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- MA
- ME
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- 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, 2022The 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, 2023The 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 Smith

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- 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, 2023The 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
Heather Hilario

Senior Client Associate
View bio
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.
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660
Thuy Doan

Client Associate
View bio
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
Nila Priyambodo

Client Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- ME
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- SC
- 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.
888 San Clemente Drive
Suite 300
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

When it comes to achieving your goals, our strategic approach can help you pursue what matters most—for today, tomorrow and for generations to come. Through deeper conversations, including five simple questions, we clarify what you’d like to accomplish and map out solutions for every phase of your life.

_{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Investment management

Money management that puts your best interests first

Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.

Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.

Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.

Multigenerational planning

2022 tax planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

Download the guide

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

Global leader

UBS is a world-leading wealth manager

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2022

A plan for today, tomorrow and generations to come

Your primary source for financial advice

Thomas Podmajersky, CIMA

Nicholas Villasenor

Tyler Smith

Heather Hilario

Thuy Doan

Nila Priyambodo