Experience that anticipates, plans and protects

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

TAA team photo

Meet our team

  •  Donald Trabert

    Donald Trabert

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • DE
    • FL
    • HI
    • ID
    • IL
    • IN
    • LA
    • MA
    • MI
    • NE
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    Don manages cash and fixed income for private clients and foundations. Don concentrates on structuring and overseeing both taxable and tax-exempt bond portfolios for maximum safety. Don considers issuer credit, interest levels, inflation expectations, yield curve shape, and sector exposures. Don's seasoned approach is supported by an extensive credit, quantitative, and economic research platform. He is considered one of the firm's top fixed income advisors and was selected to serve on the UBS Asset Management national financial advisory board. Don lives with his wife in Mill Valley and enjoys golf, skiing, gardening, cooking and his dog Jake.

    • B.S., University of Notre Dame
    • Licenses and Certifications: Series 7, 63 and 66; CA State Insurance #0I79773
    • More than 40 years of industry experience
    • Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

      • Private Wealth Advisor
      555 California Street
      32nd
      San Francisco, CA 94104
      donald.trabert@ubs.com
      Donald Trabert
      555 California Street,San Francisco,CA,94104
    • Joseph Asiano

      Joseph R. Asiano

      Senior Vice President–Wealth Management

      Private Wealth Advisor

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      • AZ
      • CA
      • DE
      • FL
      • HI
      • ID
      • IL
      • IN
      • LA
      • MA
      • MI
      • NC
      • NE
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • TN
      • TX
      • UT
      • VA
      • WA

      Joe provides wealth preservation and growth advice for corporate executives, entrepreneurs, families and foundations. He has expertise in managing wealth resulting from IPO, merger, and private liquidity events. Joe delivers personalized wealth management through a tax-efficient investment process featuring rebalancing, portfolio reporting, and a goals-based approach to asset allocation. He also structures and executes client philanthropic goals. Joe and his wife live in San Francisco where they raised two children. He has been active over the years in Scouting and the St. Vincent de Paul Men's Club board. Most recently, Joe served for seven years on the board of a global fine wine company with land and facilities across Napa, Sonoma, and Oregon.

      • B.S.B.A., University of California, Berkeley
      • M.B.A., Yale University
      • Licenses and Certifications: Series 7 and 66; CA State Insurance #0H11686
      • More than 26 years of experience
      • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Private Wealth Advisor
        555 California Street
        32nd
        San Francisco, CA 94104
        jr.asiano@ubs.com
        Joseph R. Asiano
        555 California Street,San Francisco,CA,94104
      • Margaret Ring-Wiersma

        Margie Wiersma, CFP®, AAMS®, CPWA®

        Associate Director

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • DE
        • FL
        • HI
        • ID
        • IL
        • IN
        • LA
        • MA
        • MD
        • MI
        • NE
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • TN
        • TX
        • UT
        • WA
        • WY

        Margie develops tailored plans and strategies based on an understanding of client needs, goals, and risk tolerance. Leveraging both the firm’s resources and her expertise in financial planning, tax and investment strategies, insurance, estate planning, and cash flow management, she delivers comprehensive client solutions. She manages fixed income and equity transactions, restricted stock settlement and general client services functions. Her specialties include trading, tax and estate planning, philanthropy, and retirement accounts/management. As a dedicated team member, Margie serves as a proactive resource, supporting the implementation and optimization of processes and procedures. Margie lives in the Bay Area with her husband, where they have raised four children. Her interests include hiking, traveling, and cooking for family and friends.

        • B.S in Business with a Finance Concentration, Golden Gate University
        • Yale School of Management, Wealth Management Theory & Practice
        • CERTIFIED FINANCIAL PLANNER® professional, ACCREDITED ASSET MANAGEMENT SPECIALIST® professional, CERTIFIED PRIVATE WEALTH ADVISOR® professional
        • Licenses and Certifications: Series 7 and 66
        • More than 32 years of experience

         

              555 California Street
              32nd
              San Francisco, CA 94104
              margie.wiersma@ubs.com
              Margie Wiersma, CFP®, AAMS®, CPWA®
              555 California Street,San Francisco,CA,94104
            • Ariana Padilla

              Ariana Padilla

              Client Associate

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                Ariana joined UBS Financial Services, Inc. in 2004 and applies her 20+ years of experience to support clients with various client service needs. She is attentive, detail oriented and she takes great pride in delivering excellent service while staying true to the core values of UBS. A skillful problem-solver, Ariana is a tremendous resource for all operational questions and issues, drawing upon her deep knowledge of the financial industry to access the best solution for each situation. Ariana is dedicated to providing exceptional service to clients and excels at providing solutions to achieve customer satisfaction. Ariana currently resides in Tracy, California with her daughter Averie. In her free time, Ariana likes to travel, explore new restaurants, and spend quality moments with her friends and family.

                      555 California Street
                      32nd/ 34th /46th Floor
                      San Francisco, CA 94104
                      ariana.padilla@ubs.com
                      Ariana Padilla
                      555 California Street,San Francisco,CA,94104

                    You. Connected.

                    As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

                    You. Connected.

                    Provide clarity in a complex world

                    Mountain

                    Provide clarity in a complex world

                    Planning for the life of your business

                    on phone

                    Planning for the life of your business

                    Smart planning for executives

                    smart planning

                    Smart planning for executives

                    Mountain

                    Our team will help you understand what is happening in the world, how it impacts you and your family, and what you may want to do about it. Our regular check-ins are designed to help preserve what you’ve earned and to work with you toward your long-term goals. The UBS House View helps provide actionable insights into how best to support your goals.

                    on phone

                    Whether you are building something new, expanding or paving the way for succession or a future liquidity event, planning is critical. Wherever you are in your company’s development, we will work closely with you to assess your options, offer insight and guidance, and craft a roadmap that takes into account both the short and long term.

                    And if you preparing to sell your business, we can help ensure that the process is well-thought-out, runs smoothly and aims to create the most favorable outcome.

                    smart planning

                    We can help map out a plan for your wealth that takes into account your goals, needs and plans for the future. Backed by the resources of the broader firm, our team can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence.

                    Whether you are tackling the timing of executing stock options or selling shares, our knowledge and experience can free you to focus on your future.

                    Learn more

                    Private Wealth Management

                    As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

                    Couple in an art gallery

                    Comprehensive planning for significant wealth

                    Man working on laptop during virtual call

                    Planning for a changing tax landscape

                    Container ship

                    Maximize your potential wealth

                    Adult children with parents

                    Dividing wealth across generations

                    two men planning

                    Ready to sell your business?

                    The five hallmarks of a successful sale

                    Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

                    Case studies

                    Learn how we worked with clients and provided tailored solutions.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    Global leader

                    UBS is a leading and truly global wealth manager

                    Financial strength

                    Driving confidence.
                    A-  Standard & Poor’s
                    A  Fitch
                    A3
                      Moody’s


                    UBS AG, long-term senior secured debt rating. As of 03/31/2024

                    #1

                    for High Net-Worth clients

                    Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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