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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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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