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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
Stefani Bollag joins UBS as a Managing Director and Financial Advisor.
As a founding member of GKB & Associates, Stefani is responsible for developing wealth preservation strategies. She comprehends what is most important to clients and/or their businesses. Based on her analyses, she recommends investment and balance sheet strategies, on both the asset and liability sides, designed to target specific needs including access to the credit and lending services at UBS Financial Services.
Stefani began her career Merrill Lynch Wealth Management in 1996 after graduating from Lafayette College with a degree in economics and business. She holds the Chartered Retirement Planning Counselor™SM (CRPC®) designation.
Along with four other executives, Stefani founded the Merrill Lynch Women’s Mentoring Program in 2006. She lives in New York City with her husband and two children. She plays an active role in the Gabrielle’s Angel Foundation for Cancer Research.
Managing Director–Wealth Management
Stefani Bollag joins UBS as a Managing Director and Financial Advisor.
As a founding member of GKB & Associates, Stefani is responsible for developing wealth preservation strategies. She comprehends what is most important to clients and/or their businesses. Based on her analyses, she recommends investment and balance sheet strategies, on both the asset and liability sides, designed to target specific needs including access to the credit and lending services at UBS Financial Services.
Stefani began her career Merrill Lynch Wealth Management in 1996 after graduating from Lafayette College with a degree in economics and business. She holds the Chartered Retirement Planning Counselor™SM (CRPC®) designation.
Along with four other executives, Stefani founded the Merrill Lynch Women’s Mentoring Program in 2006. She lives in New York City with her husband and two children. She plays an active role in the Gabrielle’s Angel Foundation for Cancer Research.
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
