Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

rowing

Stephen Hazel, CFP, CIMA, CRPC

First Vice President–Wealth Management

As Vice President of Wealth Management at UBS Financial Services, my experience has been focused on providing tactical investment planning rooted in a principled “rules-based” process aimed at consistent and secure asset growth and risk mitigation. My investment philosophy is rooted in the relentless pursuit of education combined with the systematic technical analysis of market trends, buy/sell signals and sector data.

For over 20 years, I have dedicated my career to ensuring my clients have the knowledge, investment tools, and education they require to help them consistently and securely grow their assets, confidently plan for the future, and achieve their financial goals with financial planning, investment strategies, and retirement planning.

Driven to advance my knowledge of wealth management, I am licensed as a Certified Financial Planner™ (CFP®), a Certified Investment Management Analyst™ (CIMA®) and Chartered Retirement Planning Counselor? (CRPC®). In addition, I became part of a select group of UBS Portfolio Managers, which enables me to advise financial planning decisions and execute investment trades in a manner which is relevant to ensuring portfolio strength and stability.

Prior to my career as an executive wealth advisor, I studied and worked internationally as well as became a successful business owner. These unique experiences demonstrated the tremendous value of careful listening, clear communication, and full transparency to truly understand my client’s needs. These basic principles are the pillars upon which I forge long-lasting partnerships with my clients built on trust and integrity.

Specialties, Designations and Skills include: Market Research, Financial Analysis, Financial Services, Strategic Financial Planning, Retirement Planning, Wealth Management, Entrepreneurship, Equities, Investment Strategies

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • MI
  • NC
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • B.A. English, University of Maryland

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Chartered Retirement Planning Counselor
10801 W Charleston Boulevard
Suite 400
Las Vegas, NV 89135
  • (702) 792-3121

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights