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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Vice President–Wealth Management
The focus of our relationship.
My passion is wealth management; I take a goals based approach to assist my clients in embracing their future by providing insight and perspective, no matter how complex the situation. By leveraging our firm's extensive global resources coupled with industry leading insight, I will construct a tailored strategy designed to achieve the goals that are most important to you.
W. Stephen Costas Vice President--Wealth Mgmt
I began my career with Merrill Lynch three months before one of the equity market’s most tumultuous months on record – October 1987. I then joined UBS in 1991 as Assistant Vice President Municipal Bond Trader before becoming a Financial Advisor in April of 1994.Over the past 20 years I have provided unparalleled support to clients in managing their wealth through ever-changing conditions.
With my clients I place an emphasis on asset allocation and total portfolio management; while taking a holistic approach to retirement income planning and wealth preservation. I am also equipped to give guidance on funding education, structures for charitable giving and estate planning.
I am FINRA-registered and hold Series 7 and 63 securities licenses. I obtained my bachelor’s degree is in finance from Miami University and my M.B.A. from UCLA.
I raised my three children Emily, Nicholas and Hailey in Westlake Village, CA and I now reside in Oak Park, CA with my wife Tami and our German Shepard Nico.
Education
Vice President–Wealth Management
The focus of our relationship.
My passion is wealth management; I take a goals based approach to assist my clients in embracing their future by providing insight and perspective, no matter how complex the situation. By leveraging our firm's extensive global resources coupled with industry leading insight, I will construct a tailored strategy designed to achieve the goals that are most important to you.
W. Stephen Costas Vice President--Wealth Mgmt
I began my career with Merrill Lynch three months before one of the equity market’s most tumultuous months on record – October 1987. I then joined UBS in 1991 as Assistant Vice President Municipal Bond Trader before becoming a Financial Advisor in April of 1994.Over the past 20 years I have provided unparalleled support to clients in managing their wealth through ever-changing conditions.
With my clients I place an emphasis on asset allocation and total portfolio management; while taking a holistic approach to retirement income planning and wealth preservation. I am also equipped to give guidance on funding education, structures for charitable giving and estate planning.
I am FINRA-registered and hold Series 7 and 63 securities licenses. I obtained my bachelor’s degree is in finance from Miami University and my M.B.A. from UCLA.
I raised my three children Emily, Nicholas and Hailey in Westlake Village, CA and I now reside in Oak Park, CA with my wife Tami and our German Shepard Nico.
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$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
