Global access. Strategic solutions.

Private Wealth Management

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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.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Gerard Soriano

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • KY
    • LA
    • MD
    • ME
    • MT
    • NC
    • NH
    • NV
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • VA
    • WA

    Gerard came to UBS with his partner, Susan, in 2001 and brings over 25 years of experience as a Private Wealth Advisor and Senior Portfolio Manager. 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 develops and implements sophisticated estate and tax planning strategies to minimize gift and estate tax liabilities within the families.

    CA Insurance License 0D90182

          1255 Treat Blvd
          Suite 1000
          Walnut Creek, CA 94597
          gerard.soriano@ubs.com
          Gerard Soriano
          1255 Treat Blvd,Walnut Creek,CA,94597
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          Jay Hargis

          Financial Advisor

          CERTIFIED FINANCIAL PLANNER

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          • CA
          • CO
          • DE
          • FL
          • GA
          • HI
          • ID
          • IL
          • KY
          • LA
          • MD
          • ME
          • MT
          • NH
          • NY
          • OH
          • OR
          • PA
          • TN
          • TX
          • VA
          • WA

          Jay initially joined UBS with a focus on comprehensive financial planning for the Bay Area market. He then partnered with Gerard and brought his expertise to the team. Jay takes a wholistic approach to planning by considering the cash flow needs of his clients, asset allocation and location, estate planning, and philanthropic goals. Through the financial planning process, Jay gets to know his clients and their families, as well as the goals that matter most to them for their lives and legacy. 

          Prior to joining UBS, Jay spent five years as a high school math teacher in the Boston area. In addition to teaching, Jay ran a financial literacy club and was an assistant basketball coach. His favorite part of being a teacher and coach was helping others grow and reach their goals, something he has carried over into his current role.

              • CERTIFIED FINANCIAL PLANNER
              1255 Treat Blvd
              Suite 1000
              Walnut Creek, CA 94597
              jay.hargis@ubs.com,gerard.soriano@ubs.com
              Jay Hargis
              1255 Treat Blvd,Walnut Creek,CA,94597
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              Brenda Li

              Senior Wealth Strategy Associate

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              • CA
              • CO
              • FL
              • GA
              • ID
              • LA
              • MD
              • NC
              • NV
              • NY
              • OH
              • OR
              • PR
              • TN
              • WA
              • WY

                    10801 W Charleston Boulevard
                    Suite 400
                    Las Vegas, NV 89135
                    brenda.li@ubs.com
                    Brenda Li
                    10801 W Charleston Boulevard,Las Vegas,NV,89135
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                    Jennifer Williams

                    Client Associate

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                      Jennifer manages the operations and administration to serve client needs with care and efficiency. She ensures a positive client experience by leveraging her compassion, attention to detail and dependable nature while taking care of account opening and maintenance, service requests, and client communications. Prior to joining UBS, she worked at the Facebook Campus as well a property management company where she helped manage a portfolio of 3 million sq. ft. of commercial real estate properties. Jennifer went to San Jose State University and earned her BS in Hospitality Management and spent four years in South Korea as a High School English Teacher.

                            1255 Treat Blvd
                            Suite 1000
                            Walnut Creek, CA 94597
                            jennifer-zb.williams@ubs.com
                            Jennifer Williams
                            1255 Treat Blvd,Walnut Creek,CA,94597

                          Private Wealth Management

                          As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

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                          Sustainability matters

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                          Empower your investments

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                          The good news is, you’re succeeding

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $7 trn

                          UBS Group invested assets
                          As of 12/31/2025

                          51 countries

                          Our global footprint

                          #1

                          for High Net-Worth clients

                          Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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