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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
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$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
