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$5+ trillion
In invested assets globally
As of 11/07/2023
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
Account Vice President
Wes started in the financial services industry in 1995, and after serving in various institutional and high net-worth advisory roles, he joined UBS Financial Services in 2007. His experience includes financial planning, portfolio management, and trust administration. Wes graduated from Loyola University earning a B.B.A in International Finance and Economics. Wes is married and the father of 3 boys. He is an active supporter of the community and a member of Lakeside Presbyterian church.
Account Vice President
Wes started in the financial services industry in 1995, and after serving in various institutional and high net-worth advisory roles, he joined UBS Financial Services in 2007. His experience includes financial planning, portfolio management, and trust administration. Wes graduated from Loyola University earning a B.B.A in International Finance and Economics. Wes is married and the father of 3 boys. He is an active supporter of the community and a member of Lakeside Presbyterian church.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
