Let's move forward. Together.

A team of rowers rowing a boat

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.

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Pursuing your goals together

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.

  • Rebecca Sorensen Profile Photo

    Rebecca Sorensen

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV

    Rebecca joined UBS in June of 2001 and has over 30 years investment industry experience. Rebecca is a CPA, Certified Financial Planner, Certified Investment Management Analyst, Wealth Advisor, and Institutional Consultant. She has also completed the Wharton School's IMCA programs on Alternative Investments and Behavioral Finance.  Rebecca is a member of the UBS Retirement Plan Consulting Services program, eligible to advisors who demonstrate extensive experience and knowledge related to Defined Contribution Retirement Plans.  Rebecca is a graduate of Walsh College with a Bachelor’s Degree in Accountancy. She is also a graduate of Leadership Oakland's Cornerstone and Advanced Leadership Institute programs. Rebecca is a member of the Investment Management Consultants' Association, the Financial Planning Association, the MACPA and the AICPA.

    A specialist in Financial and Retirement Planning, Rebecca assists clients with asset allocation, investment selection, and performance monitoring. Clients include individuals, foundations, endowments, and corporate and municipal retirement plans. Rebecca lectures frequently on the subject of asset allocation and retirement planning, giving presentations to numerous corporations, business groups and non-profits throughout Michigan.

    Rebecca is past Chair and current Board Member of the Oakland County Economic Development Corporation, is a current Board Member of Leader Dogs for the Blind, and serves on the Legal/Financial Network of the Community Foundation of SE Michigan. In 2014, Rebecca was appointed by Michigan Governor Snyder to the Detroit Police and Fire Pension Investment Committee.  Additionally, Rebecca is a member of the Distinguished Clown Corps supporting The Parade Company and served as the Grand Jester for America's Thanksgiving Parade in 2012. 

    Rebecca was named alumna of the year in 2015 by her alma mater Walsh College.  

    • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • Walsh College, Bachelor’s Degree in Accountancy
    • Institutional Consultant, UBS Institutional Consulting Program
    325 N. Old Woodward Ave
    Suite 200
    Birmingham, MI 48009
  • Darin McBride Profile Photo

    Darin McBride, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WV

    Darin joined UBS in May of 2006 and has over 18 years investment industry experience. Darin is a Chartered Retirement Planning Counselor (CRPC) and a Senior Portfolio Manager specializing in asset allocation and discretionary portfolio management. He was awarded The Leaders Circle Award – MVP in 2007 from UBS.

     Darin is a graduate of Michigan State University with a Bachelor's Degree in Engineering. He earned his Master's Degree in Finance from the University of Wisconsin in 1995. Prior to his career at UBS, Darin was a Senior Portfolio Manager with Munder Capital Management and Comerica Bank. During his tenure at Munder Capital, his team received a 5 star rating from Morningstar for the Munder 500 Index Fund. He also served as a Portfolio Research Analyst with Flexible Plan Investments LTD, and as an Engineer for Rockwell Collins formerly known as Rockwell International in their automotive unit.

     With a focus on Wealth and Retirement Planning, Darin assists an array of clients to include: individuals, businesses, foundations, endowments and retirement plans, with strategic planning, asset allocation and multigenerational wealth management. Darin speaks frequently to business groups and non-profit organizations throughout the state to provide education on these areas.

     Darin has served on the First United Methodist Church Investment Committee and is currently involved in his children's football and lacrosse athletic programs. He volunteers his time between several local charities.

    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Michigan State University, Bachelor's Degree in Engineering
    • University of Wisconsin, Master's Degree in Finance
    • Chartered Retirement Planning Counselor℠
    • Senior Portfolio Manager
    325 N. Old Woodward Ave
    Suite 200
    Birmingham, MI 48009
  • Grant Juth Profile Photo

    Grant Juth

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WV

    Grant joined UBS and the Wealth Strategy group in February of 2019. Grant earned his B.A. in Communications Studies from Albion College in 2015 while playing soccer for the Britons before completing a M.A. in Sports Management from the University of Michigan in 2016. Grant currently holds Series 7 and 66 licenses.

    Assisting the Wealth Strategy Team, Grant focuses on research and performance monitoring of investment solutions. Additionally he assists in the composition and updates to Financial Goal Analysis plans for individual clients.

    Passionate about staying active predominantly through golf and running, he also enjoys attending or viewing sporting events as an avid Detroit and University of Michigan sports fan.

      • Albion College, B.A. in Communications Studies
      • University of Michigan , M.A. in Sports Management
        325 N. Old Woodward Ave
        Suite 200
        Birmingham, MI 48009
      • Dana Sorensen Profile Photo

        Dana Sorensen

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IL
        • IN
        • MA
        • MD
        • MI
        • MN
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WV

        Dana Sorensen graduated from Albion College with Honors with a degree in Political Science and a minor in Communications.  She has been a part of the Wealth Strategy Team since 2014.  For the team Dana specializes in technology, marketing and event planning.  She is currently a member of the Detroit Crohn's and Colitis Young Person Group and the Birmingham Junior League.

          • Albion College, degree in Political Science and a minor in Communications- with Honors
            325 N. Old Woodward Ave
            Suite 200
            Birmingham, MI 48009
          • Rachelle Nozero Profile Photo

            Rachelle Nozero

            Senior Client Associate

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            • CA
            • CO
            • FL
            • GA
            • IL
            • MD
            • MI
            • OR
            • SC
            • TN
            • TX
            • UT

            Rachelle joined The Wealth Strategy Group in 2017.  She began her financial career in 1985 when she joined Merrill Lynch and has worked both in administration and sales as a Retirement Plan specialist serving the direct needs of Financial Advisors and their business clients.  She joined UBS in 2005 and is Series 7 and 66 licensed.  In her spare time she serves on planning committees for fundraisers at Lighthouse Path and The Community House.

             

                  325 N. Old Woodward Ave
                  Suite 200
                  Birmingham, MI 48009

                The Year Ahead - Sustainable Investing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                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.

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                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

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