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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
Sree has been in the financial services industry for over 30 years. With her clients, she emphasizes asset allocation and total portfolio management with a focus on retirement income planning; she also helps them with education funding, structures for charitable giving and estate planning.
Sree is a Wealth Advisor. She is very well equipped with the tools and experience necessary to manage one's money effectively and plan for the future. With a robust background in financial planning and investment management, Sree can offer tailored investment strategies that maximize the financial benefits of investing while still adhering to her clients goals.
Over time the investment landscape has changed. Today there is a certain complexity to the wealth management industry that requires investor's to seek professional advice. Sree offers unique insights for her clients given their particular situations along with a wealth of practical approaches to effectively address their financial goals and needs.
The dedication and hard work she puts in for her clients is well reflected in her educational background. She has a B.S. in Electrical Engineering from the University of Illinois at Chicago and received the Bell Honor Award for graduating with the highest GPA. Sree is FINRA-registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities. California insurance license 0C06211
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Sree has been in the financial services industry for over 30 years. With her clients, she emphasizes asset allocation and total portfolio management with a focus on retirement income planning; she also helps them with education funding, structures for charitable giving and estate planning.
Sree is a Wealth Advisor. She is very well equipped with the tools and experience necessary to manage one's money effectively and plan for the future. With a robust background in financial planning and investment management, Sree can offer tailored investment strategies that maximize the financial benefits of investing while still adhering to her clients goals.
Over time the investment landscape has changed. Today there is a certain complexity to the wealth management industry that requires investor's to seek professional advice. Sree offers unique insights for her clients given their particular situations along with a wealth of practical approaches to effectively address their financial goals and needs.
The dedication and hard work she puts in for her clients is well reflected in her educational background. She has a B.S. in Electrical Engineering from the University of Illinois at Chicago and received the Bell Honor Award for graduating with the highest GPA. Sree is FINRA-registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities. California insurance license 0C06211
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
