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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.
First Vice President–Wealth Management
Prior to joining UBS in 1987, Terry worked as a senior tax specialist at two major accounting firms. He holds a B.A. in accounting and a B.S. in political science from Illinois Wesleyan University. He also earned a J.D. from the Baylor University School of Law.
In 2013, Terry was given the Certified Portfolio Manager, or CPM®, designation after attending Columbia University in New York.
He and his wife, Deby, reside in Brookfield, WI. They have three sons. He enjoys fishing and golfing.
Education
Credentials
First Vice President–Wealth Management
Prior to joining UBS in 1987, Terry worked as a senior tax specialist at two major accounting firms. He holds a B.A. in accounting and a B.S. in political science from Illinois Wesleyan University. He also earned a J.D. from the Baylor University School of Law.
In 2013, Terry was given the Certified Portfolio Manager, or CPM®, designation after attending Columbia University in New York.
He and his wife, Deby, reside in Brookfield, WI. They have three sons. He enjoys fishing and golfing.
Education
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
