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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Managing Director–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
Managing Director–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 here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
