Experience

Makes all the difference

We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.*

* Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances. 

Kirk William Wendorf

Managing Director–Wealth Management

•          Joined UBS in 2008

•          Lehman Brothers Private Investment Management, 2002 - 2008

•          Morgan Stanley, 2000 - 2002

•          Bear Stearns, Middle Markets Institutional Group, 1998 - 2000

•          PaineWebber, Sales Manager, 1993 – 1998

•          Earned Certified Financial Planner (CFP) designation, 2013

•          Earned Chartered Financial Analyst (CFA) designation, 1999

•          B.S.E., Bio-Medical Engineering; B.A., English, Arizona State University, 1990

•          Kirk played on Arizona State 1987 Rose Bowl Championship football team and was named Academic All PAC-10 team as a running back

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
  • Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

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

Education

  • Arizona State University, B.S.E., Bio-Medical Engineering; B.A., English

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Analyst®
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

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Donah Marie Guanzon Tavares

Senior Client Associate

•Joined UBS in 2008
•More than 27 years experience in the financial services industry
•Lehman Brothers – Institutional Client Services
•Focus: Expertise in operational and administrative organization leads to excellent and exceptional services for our clients
•A native of the Philippines, Donah is married with three teenage boys

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IL
  • NY
  • TX
  • UT
515 South Flower Street
Suite 5000
Los Angeles, CA 90071

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