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$5+ trillion
In invested assets globally
As of 11/07/2023
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
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
