Managing Director–Wealth Management
Financial Advisor
Michael has worked in the financial services industry since 1986 and transferred his wealth management practice to UBS in 2009. Prior to joining UBS, Michael worked at Merrill Lynch. He began his career as a Certified Public Accountant, specializing in accounting and taxation for individuals and their businesses. Over the years, because of his early success in growing his practice, other financial advisors have looked to him for his knowledge and authority.
Recognized as an industry leader:
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
Managing Director–Wealth Management
Financial Advisor
Michael has worked in the financial services industry since 1986 and transferred his wealth management practice to UBS in 2009. Prior to joining UBS, Michael worked at Merrill Lynch. He began his career as a Certified Public Accountant, specializing in accounting and taxation for individuals and their businesses. Over the years, because of his early success in growing his practice, other financial advisors have looked to him for his knowledge and authority.
Recognized as an industry leader:
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
Wealth Management Associate
Jill has worked in the financial services industry for over 15 years. Responsible for client service and administration, Jill always strives to provide quality service, put clients’ needs first and view each client relationship as a long-term commitment. As part of The Ajlouny Group, she works closely with clients to help create and implement personalized wealth management strategies tailored to their specific financial goals and unique circumstances.
Wealth Management Associate
Jill has worked in the financial services industry for over 15 years. Responsible for client service and administration, Jill always strives to provide quality service, put clients’ needs first and view each client relationship as a long-term commitment. As part of The Ajlouny Group, she works closely with clients to help create and implement personalized wealth management strategies tailored to their specific financial goals and unique circumstances.
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
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