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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
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.
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
