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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Financial Advisor
Sue has over 24 years of experience in private wealth management. She began her career in 1998, received the Certified Financial Planner ™ designation in 2003 and is currently a Senior Vice President-Wealth Management with UBS Financial Services Inc. She understands that it's the important things--our families, our values, the impact we have on others--that connect us. Making sense of life's changes can be hard, so asking the right questions can make things clearer. Sue wants to ask the life questions that are important to you, and work together to find the answers for your needs.
Her comprehensive wealth management approach focuses on:
Longevity planning, to meet your financial needs for your entire lifetime.
Legacy planning, to help ensure your wealth is passed on to your family for generations to come.
Life transition planning, as your move through the stages of life from single life to family life to retirement.
Sue received her B.A. degree in Government/Political Science from The College of William and Mary. Sue holds the Certified Financial Planner™ designation, life and health insurance licenses, and the Series 7,31, 63 and 64 securities licenses.
Outside of work, Sue also strives to make a difference. She is very proud to have founded the non-profit organization Kitten Rescue, Los Angeles in 1997 and still serves on the Board of Directors and as Treasurer. She has a love of art and is on the Board of Directors of the Japanese Art Society of America and the International Netsuke Society. Sue lives in Encino with three beloved "foster fail" cats.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Sue has over 24 years of experience in private wealth management. She began her career in 1998, received the Certified Financial Planner ™ designation in 2003 and is currently a Senior Vice President-Wealth Management with UBS Financial Services Inc. She understands that it's the important things--our families, our values, the impact we have on others--that connect us. Making sense of life's changes can be hard, so asking the right questions can make things clearer. Sue wants to ask the life questions that are important to you, and work together to find the answers for your needs.
Her comprehensive wealth management approach focuses on:
Longevity planning, to meet your financial needs for your entire lifetime.
Legacy planning, to help ensure your wealth is passed on to your family for generations to come.
Life transition planning, as your move through the stages of life from single life to family life to retirement.
Sue received her B.A. degree in Government/Political Science from The College of William and Mary. Sue holds the Certified Financial Planner™ designation, life and health insurance licenses, and the Series 7,31, 63 and 64 securities licenses.
Outside of work, Sue also strives to make a difference. She is very proud to have founded the non-profit organization Kitten Rescue, Los Angeles in 1997 and still serves on the Board of Directors and as Treasurer. She has a love of art and is on the Board of Directors of the Japanese Art Society of America and the International Netsuke Society. Sue lives in Encino with three beloved "foster fail" cats.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
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.
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
