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$5+ trillion
In invested assets globally
As of 11/07/2023
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Portfolio Manager
Tonia is committed to helping her clients create comprehensive
financial plans to address important priorities. Over the last 30
years, she has put her experience to work for each of her clients, helping
them find the best way forward to pursue the goals that truly matter.
Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
Experience to guide you forward
My professional achievements and education
Education
Credentials
Senior Vice President–Wealth Management
Portfolio Manager
Tonia is committed to helping her clients create comprehensive
financial plans to address important priorities. Over the last 30
years, she has put her experience to work for each of her clients, helping
them find the best way forward to pursue the goals that truly matter.
Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
Experience to guide you forward
My professional achievements and education
Education
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
