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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
Tom began his career in 1993. At the time, the Dow Jones index was trading at 3,300, CDs were paying 6%, and mortgages were at 8%. Since then, he has experienced multiple market corrections and tumultuous economic and political environments. For nearly 30 years, he has had the privilege of helping clients manage their wealth through good times and bad.
Tom joined UBS in 2010 after close to 15 years with Merrill Lynch and a prior tenure of running his own financial planning practice. His education includes a Bachelor in Business Administration from Texas A&M University and graduate work from Harvard University and The Warton School of Business. In addition, he has earned several industry designations, including the CIMA designation which is held by only a small percentage of my industry colleagues.
By integrating experience, education and integrity, Tom brings relevant financial guidance to his clients. His practice, focuses on high-net-worth individuals, families, corporate executives, business owners, and more recently, to women in transition (widows, divorcees). He has successfully assisted his clients through prudent financial planning and disciplined investment management strategies.
"What I enjoy the most about my profession and the role my clients allow me to have, is becoming an advisor to families and helping plan for their continued legacy.”
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Tom began his career in 1993. At the time, the Dow Jones index was trading at 3,300, CDs were paying 6%, and mortgages were at 8%. Since then, he has experienced multiple market corrections and tumultuous economic and political environments. For nearly 30 years, he has had the privilege of helping clients manage their wealth through good times and bad.
Tom joined UBS in 2010 after close to 15 years with Merrill Lynch and a prior tenure of running his own financial planning practice. His education includes a Bachelor in Business Administration from Texas A&M University and graduate work from Harvard University and The Warton School of Business. In addition, he has earned several industry designations, including the CIMA designation which is held by only a small percentage of my industry colleagues.
By integrating experience, education and integrity, Tom brings relevant financial guidance to his clients. His practice, focuses on high-net-worth individuals, families, corporate executives, business owners, and more recently, to women in transition (widows, divorcees). He has successfully assisted his clients through prudent financial planning and disciplined investment management strategies.
"What I enjoy the most about my profession and the role my clients allow me to have, is becoming an advisor to families and helping plan for their continued legacy.”
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
Credentials
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Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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