Financial planning and beyond

• AZ
• CA
• CO
• FL
• GA
• ID
• IL
• IN
• KS
• KY
• MD
• MI
• MO
• NM
• NV
• NY
• OH
• OR
• TX
• WA
• WI

Bob is a Senior Portfolio Manager and works closely with families to create investment solutions that are best for suited to meet their financial goals. During the past three decades of helping clients, Bob has found that constructing financial plans based on each individual's needs help keeps everyone focused on their objectives, regardless of how the financial markets are acting. Bob came to UBS in 2012 with 35 years of experience after starting his career at Morgan Stanley Dean Witter in 1983. Bob graduated from San Diego State University with a degree in Business Administration with an emphasis in Finance. He is a native of San Diego who enjoys running in local races including multiple marathons. Bob spends most of his spare time with his wife and children in Encinitas at the beach and helping as a volunteer on the board for the Rwandan Orphans Project.

• Portfolio Manager

• AR
• AZ
• CA
• CO
• FL
• GA
• HI
• ID
• IL
• IN
• KS
• KY
• MD
• MO
• NC
• NM
• NV
• NY
• OH
• OR
• SC
• TX
• WA
• WI

Kim is a Financial Advisor with her CPA® and CFP® certification who focuses on providing tax aware investment solutions tailored to each family's individual financial goals. Prior to joining UBS, Kim was a Senior Tax Associate and CPA® at Lindsay and Brownell, LLP in San Diego. Kim specialized in tax planning and analysis for small business owners, successful families, and nonprofit organizations. She is also the President of local nonprofit called the Rwandan Orphans Project that focuses on providing education and emotional support to children who would otherwise not have the opportunity. Kim earned a B.A. in Economics with an emphasis in Accounting at the University of California, Los Angeles. In addition, she holds the Series 7 and 66 securities licenses and is an Accredited Wealth Management AdvisorSM. In her spare time she enjoys volunteering, running, and practicing karate at a local studio in Encinitas.

• Accredited Wealth Management Advisor℠
• CERTIFIED FINANCIAL PLANNER®
• Certified Investment Management Analyst®

• CA

Kevin graduated from University of Southern California with a degree in Business Administration. He joins the Taylor Family Wealth Management Team to assist with client services and portfolio management. Kevin enjoys football and spending time with family and friends

• AZ
• CA
• FL
• IL

Sam graduated from University of Southern California in 2014 with a degree in Economics. He joined the team in August of 2019 after working in the financial services industry for 5 years and 2 years in the technology industry. He is passionate about making sure clients' needs and following through on requests. Sam holds both his Series 7 and Series 66 licenses. In his spare time, he enjoys playing the violin, taking boxing classes at his local gym, and building project websites.