How can you pursue what matters most?

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Teresa Hart, CRPS

Senior Vice President–Wealth Management

Teresa is our global citizen. Between 1976 and 1986, she traveled around the world, from Europe to Asia and Africa; she encountered many people, each with unique dreams and aspirations. She earned her Chartered Retirement Plan Specialist designation (2000) and completed The College of Financial Planning at The American Institute of Banking and Finance (1989), the UBS Masters and Financial Advisor Education programs. For 25+ years, she has been building great client relationships by being consistent, compassionate and providing sound advice.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • MA
  • MD
  • MN
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA

  • Barron's Top 1,200 Financial Advisors, 2019
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2019The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Women Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes America’s Top Women Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September 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

  • Managed Accounts Consulting Program, UBS Financial Services Inc.
  • American Institute of Banking and Finance
  • Financial Advisor Educational Program, UBS Financial Services Inc.

Credentials

  • Chartered Retirement Plans Specialist
  • Senior Portfolio Manager
5300 SW Meadows Road
Suite 300
Lake Oswego, OR 97035
  • (503) 225-9230

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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