Let's move forward. Together.

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.

Three people sitting in office

Tiffany Rozek

Vice President–Wealth Management

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • IL
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WV

Credentials

  • Certified Divorce Financial Analyst®
6100 Fairview Road
Charlotte, NC 28210
  • (704) 362-8220

Email Me

Three generations in apple orchard

Turn possibilities into a plan

US equity market outlook

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A leading global wealth manager

White House

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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