Senior Vice President–Wealth Management
Leonard Starr is a Senior Vice President and Wealth Advisor who has been with UBS Financial Services Inc. or its predecessor companies since 1986. He has developed an expertise in employee stock options and other forms of equity compensation. Leonard received his B.A from Eastern Kentucky University and was awarded an M.B.A from the Owen Graduate School of Management at Vanderbilt University. In addition to holding Series 7 and 63 licenses, he is also licensed in life, variable life and variable annuity insurance.
Credentials
Senior Vice President–Wealth Management
Leonard Starr is a Senior Vice President and Wealth Advisor who has been with UBS Financial Services Inc. or its predecessor companies since 1986. He has developed an expertise in employee stock options and other forms of equity compensation. Leonard received his B.A from Eastern Kentucky University and was awarded an M.B.A from the Owen Graduate School of Management at Vanderbilt University. In addition to holding Series 7 and 63 licenses, he is also licensed in life, variable life and variable annuity insurance.
Credentials
Financial Advisor
Ingrid Short is a Financial Advisor with UBS Financial Services Inc. Ingrid has over 16 years of experience delivering both financial planning and investment advisory services. Ingrid received her Bachelors of Science Degree from Union College and her J.D. from Albany Law School. She holds her Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
Financial Advisor
Ingrid Short is a Financial Advisor with UBS Financial Services Inc. Ingrid has over 16 years of experience delivering both financial planning and investment advisory services. Ingrid received her Bachelors of Science Degree from Union College and her J.D. from Albany Law School. She holds her Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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