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$6 trn
UBS Group invested assets
As of 12/31/2024
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 Financial Advisor and 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 Financial Advisor and 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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
