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$3.9 trillion
In invested assets globally
As of 12/31/2022
Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.
Senior Vice President–Wealth Management
I am a Financial Advisor. I specialize in learning what my clients enjoy talking about, what they live for and what they are passionate about. Then, and only then, do I begin to discuss what financial issues need to be managed or resolved. Stocks, bonds, private equity, hedge funds, insurance and estate planning are by-products and are not the focus of the relationship. Through my team, and UBS's network of professional services, we strive to enhance our clients' life experience and legacy.
Personal & Community
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
I am a Financial Advisor. I specialize in learning what my clients enjoy talking about, what they live for and what they are passionate about. Then, and only then, do I begin to discuss what financial issues need to be managed or resolved. Stocks, bonds, private equity, hedge funds, insurance and estate planning are by-products and are not the focus of the relationship. Through my team, and UBS's network of professional services, we strive to enhance our clients' life experience and legacy.
Personal & Community
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
