The focus of our relationship
Often the first voice that a client hears, Joseph delivers a high level of client service as an integral aspect of his everyday routine.
As a Registered Client Service Associate (CSA), he consistently caters to sophisticated client's needs, while evaluating the necessary steps to take to complete their requests in a timely fashion. Client operations encompass all the "little things" and the big things that are necessary to accomplish the team’s daily business.
Joseph oversees team operations, investment management, transactions, financial planning, and client service. With a passion for problem-solving and helping clients reach their financial goals, He brings a client-centric approach to his work. Joseph is committed to delivering the highest level of personal service.
Joseph Stephen’s Background:
- Joseph joined UBS in 2016. He interned at UBS, as well as Merrill Lynch.
- Joseph earned his B.S. in Economics from Santa Clara University in 2014
- He holds his Series 7 and Series 66 licenses
Outside of the office, Joseph enjoys traveling, exploring local foods, and attending live music.
He brings enthusiasm and zest for life to his client interactions, aiming to build strong, trusting relationships.
joseph-m.stephens@ubs.com
Joseph Stephens
888 San Clemente Drive,Newport Beach,CA,92660