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$2.8 trillion
In invested assets globally
As of 06/30/2022
First Vice President–Wealth Management
Financial Advisor
I have provided comprehensive financial planning, tax planning and investment management services to individuals and small business owners for over 30 years. My well rounded experience includes several years as a tax manager for both Ernst & Young LLP and Arthur Andersen LLP as well as, several years as a financial planning analyst in a boutique financial planning firm. Key areas of experience include investment management, income tax planning, retirement planning, estate planning and business succession planning.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
I have provided comprehensive financial planning, tax planning and investment management services to individuals and small business owners for over 30 years. My well rounded experience includes several years as a tax manager for both Ernst & Young LLP and Arthur Andersen LLP as well as, several years as a financial planning analyst in a boutique financial planning firm. Key areas of experience include investment management, income tax planning, retirement planning, estate planning and business succession planning.
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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
