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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
Tom believes in giving straight-forward advice—in any market. Take a long-term view. Make decisions proactively, not reactively. Stick with your savings and investment plan. Tom's focus is on designing investment strategies that minimize volatility, are attainable and focus on savings. Financial planning plays an important role in helping clients stay on the right path to retirement. Tom's work ethic was formed while attaining the rank of Eagle Scout. This commitment to service has proven valuable in guiding clients over the years.
Tom joined the UBS predecessor firm PaineWebber in 1985, and has since earned the distinguished UBS Wealth Advisor designation and Senior Portfolio Manager designations. Tom graduated from University of California Berkeley with a B.A. in history.
A competitive swimmer, tennis player and avid reader, Tom has roots in the Bay Area since the 1870s. He and his wife, Sandy, are proud parents of Emily and Philip, who are now working in Washington D.C. and the Bay Area, respectively.
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
Education
Credentials
Managing Director–Wealth Management
Tom believes in giving straight-forward advice—in any market. Take a long-term view. Make decisions proactively, not reactively. Stick with your savings and investment plan. Tom's focus is on designing investment strategies that minimize volatility, are attainable and focus on savings. Financial planning plays an important role in helping clients stay on the right path to retirement. Tom's work ethic was formed while attaining the rank of Eagle Scout. This commitment to service has proven valuable in guiding clients over the years.
Tom joined the UBS predecessor firm PaineWebber in 1985, and has since earned the distinguished UBS Wealth Advisor designation and Senior Portfolio Manager designations. Tom graduated from University of California Berkeley with a B.A. in history.
A competitive swimmer, tennis player and avid reader, Tom has roots in the Bay Area since the 1870s. He and his wife, Sandy, are proud parents of Emily and Philip, who are now working in Washington D.C. and the Bay Area, respectively.
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
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
