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$3.1 trillion
In invested assets globally
As of 03/31/2021
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.
Senior Vice President–Wealth Management
Financial Advisor
Tad DeBord joined UBS in June of 2015. He is a graduate of DePaul University, where he played soccer and baseball. His 13 years in the industry started at Vestor Capital as a Portfolio Manager (Chicago) and then as Vice President of Institutional Equity sales at Goldman Sachs (Chicago) during which he earned the Chartered Financial Analyst (CFA) designation. He currently holds FINRA series 7 and 66 licenses and is a member of the CFA Society of Cincinnati.
Education
Credentials
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
Tad DeBord joined UBS in June of 2015. He is a graduate of DePaul University, where he played soccer and baseball. His 13 years in the industry started at Vestor Capital as a Portfolio Manager (Chicago) and then as Vice President of Institutional Equity sales at Goldman Sachs (Chicago) during which he earned the Chartered Financial Analyst (CFA) designation. He currently holds FINRA series 7 and 66 licenses and is a member of the CFA Society of Cincinnati.
Education
Credentials
Lets connect
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$3.1 trillion
In invested assets globally
As of 03/31/2021
51 countries
Our global footprint
Global leader
UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020
