Experience

Makes all the difference

Timothy Thatcher

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

tim.thatcher@ubs.com
Timothy Thatcher
888 San Clemente Drive,Newport Beach,CA,92660

Spencer Alden

Wealth Strategy Associate

Registered States:
  • 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

Email Me

spencer.alden@ubs.com
Spencer Alden
888 San Clemente Drive,Newport Beach,CA,92660

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