Global leader
UBS is a leading and truly global wealth manager
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Education
Credentials
Lets connect
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Education
Credentials
Lets connect
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Client Associate
Client Associate
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.
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.
Global leader
UBS is a leading and truly global wealth manager
51 countries
Our global footprint
$6 trn
UBS Group invested assets
As of 12/31/2024
