Global access. Strategic solutions.

Private Wealth Management

[PWM] UBS Lobby-keys

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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    Susan McKinney

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • FL
    • HI
    • IA
    • ID
    • IL
    • KY
    • MA
    • ME
    • NC
    • NH
    • NV
    • NY
    • OR
    • PA
    • TN
    • TX
    • WA
    Having joined UBS in 2001 from JP Morgan with her partner, Gerard Soriano, Susan brings over 30 years of Investment Advisory experience to her clients. While focusing on ultra high-net worth and high-net worth individuals and families, Susan consults clients on philanthropic strategies commonly utilized to minimize income tax liability in a year when a liquidity event occurs. Susan's comprehensive approach to Wealth Management and genuine commitment to her clients is the foundation on which she provides her clients with investment advice, cash flow planning and financial planning services.

        • Private Wealth Advisor
        555 California Street
        32nd Floor
        San Francisco, CA 94104
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        Gerard Soriano

        Senior Vice President–Wealth Management

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        • AZ
        • CA
        • CO
        • FL
        • HI
        • IA
        • ID
        • IL
        • KY
        • MA
        • ME
        • NC
        • NH
        • NV
        • NY
        • OR
        • PA
        • TN
        • TX
        • WA
        Gerard came to UBS with his partner, Susan, in 2001 and brings over 20 years of experience to the team. Gerard focuses on customizing and implementing strategic and tactical asset allocation strategies for ultra high net worth families and serial entrepreneurs who face significant concentration risk. Furthermore, he advises clients on diversifying, monetizing and/or hedging their concentrated equity position. Gerard also concentrates on developing and implementing sophisticated estate and tax planning strategies to minimize gift and estate tax liabilities within the families.

            • Private Wealth Advisor
            • Senior Portfolio Manager
            555 California Street
            32nd Floor
            San Francisco, CA 94104
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            Karen Garcia

            Senior Wealth Strategy Associate

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • FL
            • GA
            • HI
            • ID
            • IL
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • NH
            • NV
            • NY
            • OH
            • OR
            • PA
            • SD
            • TN
            • TX
            • VA
            • WA

                  555 California Street
                  32nd Floor
                  San Francisco, CA 94104

                Wealth, from your point of view

                Backed by the strength of UBS

                A global leader in wealth management

                #1

                For Ultra-High Net Worth clients

                Euromoney Private Banking and Wealth Management Survey, 2016-2022

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint