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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
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.
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
Credentials
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.
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
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
