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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–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
Senior Vice President–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
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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