$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Senior Vice President–Wealth Management
Steve started his career in the financial services industry in 1977 in the Palo Alto office of Dean Witter and successor firm, Morgan Stanley. He moved to UBS in 2005. Steve helps his clients in three main critical areas – positioning their children for financial success through education, navigating the challenges of caring for the elder generation, and planning for their transition to a healthy and productive retirement.
Steve earned a B.S. in Accounting from Humboldt State University and has his Certified Financial Planner™ and Certified Exit Planning Advisor® designations. He resides in Menlo Park with his wife, Mary, and has four grown children. Steve was an avid parent coach for his children in youth soccer and basketball. He was a member of the Board of the Menlo Park-Atherton Education Foundation (MPAEF) and also served for 10 years on the Board of Directors of Sacred Heart Schools-Atherton.
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
Senior Vice President–Wealth Management
Steve started his career in the financial services industry in 1977 in the Palo Alto office of Dean Witter and successor firm, Morgan Stanley. He moved to UBS in 2005. Steve helps his clients in three main critical areas – positioning their children for financial success through education, navigating the challenges of caring for the elder generation, and planning for their transition to a healthy and productive retirement.
Steve earned a B.S. in Accounting from Humboldt State University and has his Certified Financial Planner™ and Certified Exit Planning Advisor® designations. He resides in Menlo Park with his wife, Mary, and has four grown children. Steve was an avid parent coach for his children in youth soccer and basketball. He was a member of the Board of the Menlo Park-Atherton Education Foundation (MPAEF) and also served for 10 years on the Board of Directors of Sacred Heart Schools-Atherton.
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
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Team Administrator
Authorized Officer
Client Associate Senior
Wealth Management Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Team Administrator
Authorized Officer
Client Associate Senior
Wealth Management Associate
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
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
