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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Senior Vice President–Wealth Management
Steve Davis is a Senior Vice President-Wealth management at the UBS San Francisco office. He has been with the firm for 36 years, having joined the predecessor firm PaineWebber in 1986. Prior to UBS, Steve worked at KPMG CPA’s. Steve is a wealth advisor who helps clients implement plans for tax efficient investing, which includes Roth IRAs, backdoor Roth contributions, and Roth conversions. Steve helps clients calculate how much they will need to retire and stay comfortably retired.
Steve was born and raised in San Francisco, California.
Credentials
Insurance License # 0A408036
San Francisco State University, B.S Business Administration-Concentration in Accounting
Wealth Advisor
Focus:
· Retirement Planning
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
Lets connect
Senior Vice President–Wealth Management
Steve Davis is a Senior Vice President-Wealth management at the UBS San Francisco office. He has been with the firm for 36 years, having joined the predecessor firm PaineWebber in 1986. Prior to UBS, Steve worked at KPMG CPA’s. Steve is a wealth advisor who helps clients implement plans for tax efficient investing, which includes Roth IRAs, backdoor Roth contributions, and Roth conversions. Steve helps clients calculate how much they will need to retire and stay comfortably retired.
Steve was born and raised in San Francisco, California.
Credentials
Insurance License # 0A408036
San Francisco State University, B.S Business Administration-Concentration in Accounting
Wealth Advisor
Focus:
· Retirement Planning
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
Lets connect
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
