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$3.9 trillion
In invested assets globally
As of 12/31/2022
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
First Vice President–Wealth Management
As your financial advisor, I will provide you with a customized approach to wealth management that is built on trust and driven by your goals. I don't make decisions for you, I make them with you. The time we spend getting to know one another will enable me to better understand your individual aspirations, investment objectives, and unique financial circumstances, which will become the framework for your personalized financial plan. I will identify an appropriate investment solution just for you using a well-balanced, but diversified approach that is backed by the advisory and brokerage capabilities of UBS. Your evolving plan will allow you to enjoy your lifestyle, achieve your philanthropic goals, and strategically transfer wealth to those you love.
Personal & Community
Education
Lets connect
First Vice President–Wealth Management
As your financial advisor, I will provide you with a customized approach to wealth management that is built on trust and driven by your goals. I don't make decisions for you, I make them with you. The time we spend getting to know one another will enable me to better understand your individual aspirations, investment objectives, and unique financial circumstances, which will become the framework for your personalized financial plan. I will identify an appropriate investment solution just for you using a well-balanced, but diversified approach that is backed by the advisory and brokerage capabilities of UBS. Your evolving plan will allow you to enjoy your lifestyle, achieve your philanthropic goals, and strategically transfer wealth to those you love.
Personal & Community
Education
Lets connect
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
