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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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
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.
Education
Credentials
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
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.
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
