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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Vice President–Wealth Management
Steve began his career with UBS in 2006. He has focused on educating his clients and helping them plan for the future. Steve firmly believes that the greater understanding one has of the investments one owns, the less frustration and fear one will feel as investments react to various market conditions. Steve's greatest joy comes from spending time with his wife, Misty, and their two daughters, Ayanna and Brenna. They live in South Jordan, UT where Steve spends his free time working on projects with his dad and brothers or attending his daughters' athletic events. Steve is known for his optimism and strong work ethic.
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
Vice President–Wealth Management
Steve began his career with UBS in 2006. He has focused on educating his clients and helping them plan for the future. Steve firmly believes that the greater understanding one has of the investments one owns, the less frustration and fear one will feel as investments react to various market conditions. Steve's greatest joy comes from spending time with his wife, Misty, and their two daughters, Ayanna and Brenna. They live in South Jordan, UT where Steve spends his free time working on projects with his dad and brothers or attending his daughters' athletic events. Steve is known for his optimism and strong work ethic.
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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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