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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
In 1983 I watched my parents both lose their positions with large corporations due to mergers and restructurings. Although not an easy time for our family, my parents weathered a tough recession and went on to successful careers with other companies. I experienced first-hand the stress and anxiety that comes with unexpected life events, and I saw that planning for unexpected (and expected) events mitigates much of that stress.
I became a financial advisor in 1997. My focus is on helping clients to get more structure and control over their finances. I incorporate Goals-Based Wealth Management –an in-depth, yet simplistic approach that segments clients' portfolios based on goals and the timing of those goals, rather than a type of asset. I work with clients in areas of retirement planning, financial goals analysis, stock option planning, and cash flow analysis. I work with my clients' important partners such as attorney(s), and CPAs to make sure that my clients have an efficient business plan that is connected on all fronts.
Events such as job change, death of loved ones, sickness or disability, inheritance, education funding, marriage, divorce, sale of business, and transitioning to retirement are just a few of the things that I have helped my clients plan for and deal with during my career. My involvement with all of these different types of life changing events, through some of the most tumultuous market cycles, has made me much more connected to what my clients are going through, and I am a much better advisor because of this experience.
The clients I service are corporate executives, successful retirees, high level professionals, and small business owners.
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
In 1983 I watched my parents both lose their positions with large corporations due to mergers and restructurings. Although not an easy time for our family, my parents weathered a tough recession and went on to successful careers with other companies. I experienced first-hand the stress and anxiety that comes with unexpected life events, and I saw that planning for unexpected (and expected) events mitigates much of that stress.
I became a financial advisor in 1997. My focus is on helping clients to get more structure and control over their finances. I incorporate Goals-Based Wealth Management –an in-depth, yet simplistic approach that segments clients' portfolios based on goals and the timing of those goals, rather than a type of asset. I work with clients in areas of retirement planning, financial goals analysis, stock option planning, and cash flow analysis. I work with my clients' important partners such as attorney(s), and CPAs to make sure that my clients have an efficient business plan that is connected on all fronts.
Events such as job change, death of loved ones, sickness or disability, inheritance, education funding, marriage, divorce, sale of business, and transitioning to retirement are just a few of the things that I have helped my clients plan for and deal with during my career. My involvement with all of these different types of life changing events, through some of the most tumultuous market cycles, has made me much more connected to what my clients are going through, and I am a much better advisor because of this experience.
The clients I service are corporate executives, successful retirees, high level professionals, and small business owners.
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
