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$2.8 trillion
In invested assets globally
As of 06/30/2022
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.”
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.”
Education
Credentials
A year of inflections
Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
