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.

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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    Susan Jane McKinney

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • FL
    • IL
    • KY
    • MA
    • ME
    • MT
    • NH
    • NV
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • VA
    • WA

    Having joined UBS in 2001 from JP Morgan with her partner, Gerard Soriano, Susan brings over 35 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.

    CA Insurance License 0D79768

          6900 South McCarran Boulevard
          Suite 1020
          Reno, NV 89509
          jay.hargis@ubs.com
          Susan Jane McKinney
          6900 South McCarran Boulevard,Reno,NV,89509
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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

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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 spending needs of his clients, asset allocation and location, estate planning, and charitable gifting. 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 nearly 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.

                      1255 Treat Blvd
                      Suite 1000
                      Walnut Creek, CA 94597
                      jay.hargis@ubs.com
                      Jay Hargis
                      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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                    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

                    $6.9 trn

                    UBS Group invested assets
                    As of 10/29/2025

                    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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