Tailored wealth advice

Professional guidance that helps inspire confidence

Incredible financial opportunities come your way. Who can you trust to help you make the right decisions for you, your career and your legacy? How you manage your wealth has far-reaching effects. We have the expertise to help you avoid common missteps, so you can pursue what matters most today, tomorrow and for generations to come.

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Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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Comprehensive planning for significant wealth

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Advice for business owners & entrepreneurs

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From success to succession

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A plan to simplify your financial life

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What will your legacy be?

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Turn possibilities into a plan

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Kenneth M. Callan  Profile Picture

    Kenneth Callan

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • ID
    • MI
    • NC
    • NJ
    • NY
    • OK
    • OR
    • TX

    About

    Ken is a highly experienced Financial Advisor with over 30 years of dedicated service in the financial industry, building a practice that serves high net worth individuals and families. Ken is committed to providing exceptional client experiences, building long-term relationships based on trust, transparency, and personalized guidance. He is passionate about helping clients achieve their financial goals for themselves and their families.

    Ken is from Long Island, New York, but is based in Orange County, CA. He enjoys skiing and traveling to see his daughters, Rylee and Shanon.

    Education

    • Roger Williams University, Business Administration and minor in Finance and Computer Science
    • New York University of Business for executive training
    • Certified Financial Manager Designation
    • One of the first Wealth Advisors at Morgan Stanley
    • Chairman’s Club Member – 30 years of industry experience

      • Roger Williams University, Business Administration and minor in Finance
        20 Pacifica
        Suite 1500
        Irvine, CA 92618
        kenneth.callan@ubs.com
        Kenneth Callan
        20 Pacifica,Irvine,CA,92618
      • Danny Koh Photo

        Danny Koh

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          About

          Danny is an integral part of The Callan Group, responsible for managing all team operations, client requests, and account administration. He is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Danny also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.

          He holds active Series 7 and Series 66 licenses with over 9 years of industry experience.

          Outside of his professional life, Danny is a dedicated father to two daughters, ages 8 and 3, whom he coaches in soccer. He’s a passionate football fan, especially when it comes to cheering on the Chargers. Balancing family, sports, and his career, Danny strives for excellence in every aspect of his life.

                Danny Koh
              • jaime

                Jaime Lowry

                Senior Registered Client Associate

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                • AK
                • AZ
                • CA
                • CO
                • DC
                • DE
                • FL
                • GA
                • HI
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • MI
                • MN
                • MO
                • MT
                • NC
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OR
                • PR
                • RI
                • SC
                • TN
                • TX
                • UT
                • VA
                • WA
                • WI
                • WY

                About

                For Jaime, going out of her way to serve people is second nature. Since 1997, she's earned an extraordinary reputation in the Financial Services Industry. Today, Jaime continues to bring a deep personal commitment to serving clients' needs. She retains her passion for understanding their values, aspirations and concerns. Jaime grew up in Staten Island, NY and moved to California in 2002. In her spare time, she enjoys photography, volunteering at her church and spending time with her two daughters, Arianna and Gabriela.

                Jaime joined UBS Financials Services in 2008 and holds Series 7 and 66 licenses.

                      20 Pacifica
                      Suite 1500
                      Irvine, CA 92618
                      jaime.lowry@ubs.com
                      Jaime Lowry
                      20 Pacifica,Irvine,CA,92618
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                      Carrie Helmick

                      Client Associate

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                        About

                        With over 30 years of experience in the finance industry, Carrie is committed to providing exceptional service to her clients. She has a proven track record of helping individuals and families in client requests, account administration and operations. She enjoys spending time with her family and grandkids. 

                              Financial planning
                              301 Commerce Street
                              Suite 2800
                              Fort Worth, TX 76102
                              carrie.helmick@ubs.com
                              Carrie Helmick
                              301 Commerce Street,Fort Worth,TX,76102
                            • Rylee Callan

                              Rylee Callan

                              Authorized Officer

                              Financial Advisor

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                              • AZ
                              • CA
                              • CO
                              • CT
                              • DE
                              • FL
                              • ID
                              • MA
                              • MD
                              • MI
                              • MN
                              • NC
                              • NJ
                              • NM
                              • NV
                              • NY
                              • OH
                              • OK
                              • OR
                              • PA
                              • TX
                              • VT
                              • WA

                              About

                              Rylee is committed to helping clients achieve their financial aspirations. With 7 years of financial experience and holding the series 7 and 66, she provides personalized financial planning services tailored to individual needs and circumstances. Rylee's expertise encompasses a wide range of financial matters, including investment planning, retirement planning, and wealth management.

                              Rylee studied Agricultural Business at California Polytechnic State University and holds a MSc in International Business and Management from the University of Westminster, London.

                              Rylee grew up in Orange County, CA but she now lives in New York City . She enjoys trying new restaurants, running (NYC Marathon 2024), and skiing.

                                    1285 Avenue Of The Americas
                                    New York, NY 10019
                                    rylee.callan@ubs.com
                                    Rylee Callan
                                    1285 Avenue Of The Americas,New York,NY,10019

                                  Our resources

                                  A leader in wealth management

                                  Backed by the strength of our parent company, UBS AG

                                  $6 trn

                                  UBS Group invested assets
                                  As of 12/31/2024

                                  51 countries

                                  Our global footprint

                                  Global leader

                                  UBS is a leading and truly global wealth manager

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                                  Texas flood relief

                                  Support and resources

                                  Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                                  Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                                  The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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