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$6 trn
UBS Group invested assets
As of 12/31/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
As father to four college graduates, I intimately appreciate the importance of proper planning for goals such as college education. My family operates a multi-generational, closely-held business which helps me better appreciate and meet the needs of business owners. Outside the office, I enjoy spending time with my family through travel and outdoor activities including water/snow skiing, fishing, hunting, golf and tennis. A long-time resident of Bloomington, Minnesota, my wife Mary and I, are the parents of four children and a Labrador Retriever.
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
Senior Vice President–Wealth Management
Financial Advisor
As father to four college graduates, I intimately appreciate the importance of proper planning for goals such as college education. My family operates a multi-generational, closely-held business which helps me better appreciate and meet the needs of business owners. Outside the office, I enjoy spending time with my family through travel and outdoor activities including water/snow skiing, fishing, hunting, golf and tennis. A long-time resident of Bloomington, Minnesota, my wife Mary and I, are the parents of four children and a Labrador Retriever.
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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