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$2.8 trillion
In invested assets globally
As of 06/30/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Financial Advisor
Susan Seifert is a native of Baltimore, Maryland. For nearly 35 years, Susan has been partnering with investment professionals to provide customized investment and financial planning solutions tailored to her clients. Susan utilizes her experience in the financial industry and education to develop comprehensive and actionable programs encompassing all aspects of wealth management, retirement, estate, and financial planning.
Susan has been a financial advisor at UBS since October 2005. Susan's practice focuses on family wealth management; financial planning; and both individual and corporate retirement planning.
Prior to UBS, Susan served as a Registered Representative with US Allianz Securities until 2005, and held various positions at T. Rowe Price since 1977. Susan was a member of the T. Rowe Price Fixed Income Trading Division until 1988, and focused on relationship management as a 401(k) retirement plans client manager until 2002.
Education
Credentials
Financial Advisor
Susan Seifert is a native of Baltimore, Maryland. For nearly 35 years, Susan has been partnering with investment professionals to provide customized investment and financial planning solutions tailored to her clients. Susan utilizes her experience in the financial industry and education to develop comprehensive and actionable programs encompassing all aspects of wealth management, retirement, estate, and financial planning.
Susan has been a financial advisor at UBS since October 2005. Susan's practice focuses on family wealth management; financial planning; and both individual and corporate retirement planning.
Prior to UBS, Susan served as a Registered Representative with US Allianz Securities until 2005, and held various positions at T. Rowe Price since 1977. Susan was a member of the T. Rowe Price Fixed Income Trading Division until 1988, and focused on relationship management as a 401(k) retirement plans client manager until 2002.
Education
Credentials
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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
