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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Vice President–Wealth Management
After 15 years working as a CPA in public accounting and managing corporate retirement plans, I found my true passion as a financial advisor. Now, over two decades later, I draw on this experience and knowledge by providing customized wealth management advice, tailored to meet my clients' individual investment objectives. I began my career as a financial advisor with Smith Barney in 1994 and joined UBS Financial Services Inc. in 2009. I earned my degree in accounting from Utica College of Syracuse University and receive my CPA license in 1984. I am Vice President-Wealth Management and a Senior Portfolio Manager. I hold the series 7, 63, and 65 security licenses along with long term care, annuity and life insurance licenses.
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
Vice President–Wealth Management
After 15 years working as a CPA in public accounting and managing corporate retirement plans, I found my true passion as a financial advisor. Now, over two decades later, I draw on this experience and knowledge by providing customized wealth management advice, tailored to meet my clients' individual investment objectives. I began my career as a financial advisor with Smith Barney in 1994 and joined UBS Financial Services Inc. in 2009. I earned my degree in accounting from Utica College of Syracuse University and receive my CPA license in 1984. I am Vice President-Wealth Management and a Senior Portfolio Manager. I hold the series 7, 63, and 65 security licenses along with long term care, annuity and life insurance licenses.
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
