Cheryl Gee
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Experience

Makes all the difference

Cheryl Gee

First Vice President–Wealth Management

Financial Advisor

Education:
BA - Economics, University of California, Los Angeles, 1981

Professional Experience:
2010 - Present: UBS
Senior Wealth Strategy Associate

2007 - 2010: Smith Barney
Vice President - Wealth Managment
Financial Advisor

2004 - 2007: Morgan Stanley
Vice President - Global Wealth Management
Financial Advisor

CERTIFIED FINANCIAL PLANNER®™

Licenses:
7, 66, 31, and Annuities and Life Insurance

California Insurance License #0E72002

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • HI
  • ID
  • IL
  • IN
  • MA
  • MI
  • MO
  • NE
  • NV
  • NY
  • OR
  • TN
  • TX
  • UT
  • WA

Cheryl Gee

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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. 

Cheryl Gee

Credentials

  • CERTIFIED FINANCIAL PLANNER
  • Certified Exit Planning Advisor
  • Portfolio Manager

Cheryl Gee

200 Spectrum Center Drive
Suite 1800
Irvine, CA 92618

Email Me

Cheryl Gee

First Vice President–Wealth Management

Financial Advisor

Education:
BA - Economics, University of California, Los Angeles, 1981

Professional Experience:
2010 - Present: UBS
Senior Wealth Strategy Associate

2007 - 2010: Smith Barney
Vice President - Wealth Managment
Financial Advisor

2004 - 2007: Morgan Stanley
Vice President - Global Wealth Management
Financial Advisor

CERTIFIED FINANCIAL PLANNER®™

Licenses:
7, 66, 31, and Annuities and Life Insurance

California Insurance License #0E72002

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • HI
  • ID
  • IL
  • IN
  • MA
  • MI
  • MO
  • NE
  • NV
  • NY
  • OR
  • TN
  • TX
  • UT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

  • CERTIFIED FINANCIAL PLANNER
  • Certified Exit Planning Advisor
  • Portfolio Manager
200 Spectrum Center Drive
Suite 1800
Irvine, CA 92618

Email Me

cheryl.gee@ubs.com
Cheryl Gee
200 Spectrum Center Drive,Irvine,CA,92618

Carrie Helmick

Client Associate

With 37 years of experience in customer service, Carrie is passionate about providing exceptional support and ensuring customer satisfaction. Carrie thrives in fast-paced environment and is known for my problem-solving skills and ability to build rapport. She takes pride in the ability to meet and exceed customer needs by providing timely, effective, and empathetic support.

Carrie has been married to her husband Brian, for over 34 years and has 3 children, Heather, Kelby & Brandon. She also has 7 grandchildren that she loves and adores.  She enjoys spending time with family & friends. Carrie and her husband also like traveling and exploring new places.

Carrie Helmick

301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me

Carrie Helmick

Client Associate

With 37 years of experience in customer service, Carrie is passionate about providing exceptional support and ensuring customer satisfaction. Carrie thrives in fast-paced environment and is known for my problem-solving skills and ability to build rapport. She takes pride in the ability to meet and exceed customer needs by providing timely, effective, and empathetic support.

Carrie has been married to her husband Brian, for over 34 years and has 3 children, Heather, Kelby & Brandon. She also has 7 grandchildren that she loves and adores.  She enjoys spending time with family & friends. Carrie and her husband also like traveling and exploring new places.

301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me

carrie.helmick@ubs.com
Carrie Helmick
301 Commerce Street,Fort Worth,TX,76102

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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