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$6 trn
UBS Group invested assets
As of 12/31/2024
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
With a career spanning over three decades, Tom continues to embody the values of dedication and integrity. At UBS, he remains committed to serving his clients with the highest level of professionalism, drawing on his deep experience and broad academic background. His journey from Merrill Lynch to UBS is a testament to the power of hard work, adaptability, and a relentless pursuit of growth, as well as a strong academic background: a Bachelor’s in Business Administration from Texas A&M, graduate studies at Harvard University and the Wharton School, and the CIMA® designation.
Tom’s practice is a blend of experience, education, and unwavering integrity, serving the ultra-high-net-worth market with a particular focus on individuals, families, and—more recently—women navigating transformative life events such as divorce or widowhood. His approach is as disciplined as it is compassionate, offering tailored advice and steadfast guidance with a view towards not just the accumulation of wealth, but its preservation and growth across generations.
“What truly excites me about my work,” Tom reflects, “is the privilege my clients grant me: to become an advisor to their families, and to help them lay the foundation for a lasting legacy.” For Tom, every portfolio is a story, every plan a pathway and every partnership an opportunity to shape futures not just for today, but for tomorrow’s heirs.
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
With a career spanning over three decades, Tom continues to embody the values of dedication and integrity. At UBS, he remains committed to serving his clients with the highest level of professionalism, drawing on his deep experience and broad academic background. His journey from Merrill Lynch to UBS is a testament to the power of hard work, adaptability, and a relentless pursuit of growth, as well as a strong academic background: a Bachelor’s in Business Administration from Texas A&M, graduate studies at Harvard University and the Wharton School, and the CIMA® designation.
Tom’s practice is a blend of experience, education, and unwavering integrity, serving the ultra-high-net-worth market with a particular focus on individuals, families, and—more recently—women navigating transformative life events such as divorce or widowhood. His approach is as disciplined as it is compassionate, offering tailored advice and steadfast guidance with a view towards not just the accumulation of wealth, but its preservation and growth across generations.
“What truly excites me about my work,” Tom reflects, “is the privilege my clients grant me: to become an advisor to their families, and to help them lay the foundation for a lasting legacy.” For Tom, every portfolio is a story, every plan a pathway and every partnership an opportunity to shape futures not just for today, but for tomorrow’s heirs.
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
Let’s build the future of multicultural wealth. Together.
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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
