Your goals. Our comprehensive plan.

Looks like your wealth is on the rise. That's why the right financial advice is more critical than ever—it all starts with careful and comprehensive planning. We're here to help make sure your impact rises right along with you. The sooner you get started, the more your money can work for you. For your family. For the world.

Timothy Thatcher

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
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- IL
- IN
- KS
- KY
- MA
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Tim Thatcher is a Senior Vice President of Wealth Management at UBS.

Tim focuses on Financial Planning – working with corporations, C-suite executives and their families, coordinating decisions across relationships, and acting as a Financial Quarterback to be an extension of all service providers. Tim’s comprehensive approach throughout his career integrates company benefits, retirement planning, asset management and estate planning to assist clients with their complex needs.

After obtaining his business degree in Finance, Tim has enjoyed developing trusted relationships with clients and their families and the rewards of helping them protect and grow their wealth. Tim is known for his ability to look at a problem from many angles, communicate a range of options and make clients feel heard and comfortable. The personal relationships are everlasting and his clients become an extension of his own family.

Prior to joining UBS in 2012, Tim worked in the Financial Planning Division of Goldman Sachs for six years in both Orange County and the Greater Detroit area. Tim was born and raised in the Midwest, where he graduated from the College of Business at Michigan State University, with a degree in Finance. An active and avid sports fan, Tim currently resides in Orange County with his son London and is forever loyal to Detroit sports. He has been named a Forbes Best-in-State Wealth Advisor in 2026.

The Forbes rating is compiled by SHOOK Research and awarded annually in April based on information from a 12-month period ending June of the prior year. 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.
- Forbes Best-in-State Wealth Advisors, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
Financial planning

Education planning

Long-term care planning

Retirement planning

Executive compensation

Cash management

Securities-backed lending

Corporate executives

888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

tim.thatcher@ubs.com

Timothy Thatcher

888 San Clemente Drive,Newport Beach,CA,92660
Spencer Alden

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

spencer.alden@ubs.com

Spencer Alden

888 San Clemente Drive,Newport Beach,CA,92660

Timothy Thatcher

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Tim Thatcher is a Senior Vice President of Wealth Management at UBS.

Tim focuses on Financial Planning – working with corporations, C-suite executives and their families, coordinating decisions across relationships, and acting as a Financial Quarterback to be an extension of all service providers. Tim’s comprehensive approach throughout his career integrates company benefits, retirement planning, asset management and estate planning to assist clients with their complex needs.

After obtaining his business degree in Finance, Tim has enjoyed developing trusted relationships with clients and their families and the rewards of helping them protect and grow their wealth. Tim is known for his ability to look at a problem from many angles, communicate a range of options and make clients feel heard and comfortable. The personal relationships are everlasting and his clients become an extension of his own family.

Prior to joining UBS in 2012, Tim worked in the Financial Planning Division of Goldman Sachs for six years in both Orange County and the Greater Detroit area. Tim was born and raised in the Midwest, where he graduated from the College of Business at Michigan State University, with a degree in Finance. An active and avid sports fan, Tim currently resides in Orange County with his son London and is forever loyal to Detroit sports. He has been named a Forbes Best-in-State Wealth Advisor in 2026.

The Forbes rating is compiled by SHOOK Research and awarded annually in April based on information from a 12-month period ending June of the prior year. 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.
- Forbes Best-in-State Wealth Advisors, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
Financial planning

Education planning

Long-term care planning

Retirement planning

Executive compensation

Cash management

Securities-backed lending

Corporate executives

888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

tim.thatcher@ubs.com

Timothy Thatcher

888 San Clemente Drive,Newport Beach,CA,92660
Spencer Alden

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

spencer.alden@ubs.com

Spencer Alden

888 San Clemente Drive,Newport Beach,CA,92660

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.

March 05, 2026

A leading global wealth manager

Clarity in a rapidly changing world

We’re here to help guide you through uncertain times

Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

Let’s create a path together so you can move forward with confidence, no matter what comes next.

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UBS Group invested assets
As of 12/31/2025

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Your goals. Our comprehensive plan.

Timothy Thatcher

Spencer Alden

Timothy Thatcher

Spencer Alden

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Education

Credentials

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