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$6 trn
UBS Group invested assets
As of 12/31/2024
Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.
Private Wealth Management is a division within UBS Financial Services Inc.
Managing Director–Wealth Management
Timothy focuses on the needs of senior automotive industry executives. Experience managing concentrated stock, restricted stock, and stock options help him understand the planning needs of his clientele. Timothy works closely with compensation professionals within his client's companies, allowing a detailed understanding of complex, company specific planning decisions. Decisions often involve tax and legal professionals, ensuring a successful and comprehensive approach to planning and asset management. Timothy and his wife Jennifer reside in Northville, MI with their three daughters.
Personal & Community
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
Managing Director–Wealth Management
Timothy focuses on the needs of senior automotive industry executives. Experience managing concentrated stock, restricted stock, and stock options help him understand the planning needs of his clientele. Timothy works closely with compensation professionals within his client's companies, allowing a detailed understanding of complex, company specific planning decisions. Decisions often involve tax and legal professionals, ensuring a successful and comprehensive approach to planning and asset management. Timothy and his wife Jennifer reside in Northville, MI with their three daughters.
Personal & Community
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
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
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