First Vice President–Wealth Management
Financial Advisor
Although an investment professional since 1993, Greg has held many positions in the financial services industry. He began his career as an accountant in Chicago where he earned his Certified Public Accountant (CPA®) designation. He is a First Vice President - Wealth Management and currently holds his Certified Financial Planning (CFP®) designation as well as his Series 7, Series 63, Series 67 and insurance licenses.
First Vice President–Wealth Management
Financial Advisor
Although an investment professional since 1993, Greg has held many positions in the financial services industry. He began his career as an accountant in Chicago where he earned his Certified Public Accountant (CPA®) designation. He is a First Vice President - Wealth Management and currently holds his Certified Financial Planning (CFP®) designation as well as his Series 7, Series 63, Series 67 and insurance licenses.
First Vice President–Wealth Management
Financial Advisor
An investment professional since 1997, Jennifer began her career with RBC Dominion Securities, and subsequently moved to Merrill Lynch where she served her clients for eleven years as a Wealth Management Advisor. Jennifer joined UBS Financial Services in 2009. She is a First Vice President - Wealth Management and currently holds her Certified Financial Planning (CFP®) designation as well as her Series 7, Series 66, and Insurance Licenses.
California insurance license #0F68211
First Vice President–Wealth Management
Financial Advisor
An investment professional since 1997, Jennifer began her career with RBC Dominion Securities, and subsequently moved to Merrill Lynch where she served her clients for eleven years as a Wealth Management Advisor. Jennifer joined UBS Financial Services in 2009. She is a First Vice President - Wealth Management and currently holds her Certified Financial Planning (CFP®) designation as well as her Series 7, Series 66, and Insurance Licenses.
California insurance license #0F68211
Senior Client Associate
Maria has been focused on efficiently resolving administrative and customer service inquiries ever since she started in the financial industry in 1989. She began her career at Lincoln National Bank and later worked for Smith Barney. She then joined Merrill Lynch in 1999, where she received several Client Associate Service Excellence Awards. When moving to Merrill Lynch she joined Greg Habig and Jennifer Reid. She then made the move with the team to UBS in 2009. She dedicates herself to providing personalized attention and being responsive to client needs.
Senior Client Associate
Maria has been focused on efficiently resolving administrative and customer service inquiries ever since she started in the financial industry in 1989. She began her career at Lincoln National Bank and later worked for Smith Barney. She then joined Merrill Lynch in 1999, where she received several Client Associate Service Excellence Awards. When moving to Merrill Lynch she joined Greg Habig and Jennifer Reid. She then made the move with the team to UBS in 2009. She dedicates herself to providing personalized attention and being responsive to client needs.
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.
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.
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