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$3.9 trillion
In invested assets globally
As of 12/31/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Terry focuses on asset preservation strategies, cash management, fixed income and annuity strategies. Terry graduated from the University of Florida with a degree in marketing and a minor in economics. He was captain and quarterback of Florida's 1993 SEC Championship football team. A resident of Naples since 1981, Terry and his wife, Robin, enjoy spending family time with their children Tyler, Mason, Brady and Grace. He also likes coaching football, hunting, fishing and playing golf. Terry is President of the SWFLA Fellowship of Christian Athletes Chapter.
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
Credentials
Senior Vice President–Wealth Management
Terry focuses on asset preservation strategies, cash management, fixed income and annuity strategies. Terry graduated from the University of Florida with a degree in marketing and a minor in economics. He was captain and quarterback of Florida's 1993 SEC Championship football team. A resident of Naples since 1981, Terry and his wife, Robin, enjoy spending family time with their children Tyler, Mason, Brady and Grace. He also likes coaching football, hunting, fishing and playing golf. Terry is President of the SWFLA Fellowship of Christian Athletes Chapter.
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
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
