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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
I offer nearly 28 years of experience providing professional financial advice to individuals, families, and businesses. I have devoted my career to UBS Financial Services Inc., and with this background, I am able to create client relationships based on trust, communication and loyalty.
In addition to earning a B.A. degree in English from the University of North Carolina at Chapel Hill, I have achieved the UBS designations of Wealth Advisor and Portfolio Manager in the Portfolio Management Program. I also hold my Series 7, 63, and 65 securities licenses, as well as Virginia life insurance and variable annuity licenses.
A longtime resident of Richmond, Virginia, I, my wife, Jennifer, and my daughter, Isabelle, enjoy a variety of outdoor activities, including dog training, horseback riding and gardening.
Education
Credentials
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
I offer nearly 28 years of experience providing professional financial advice to individuals, families, and businesses. I have devoted my career to UBS Financial Services Inc., and with this background, I am able to create client relationships based on trust, communication and loyalty.
In addition to earning a B.A. degree in English from the University of North Carolina at Chapel Hill, I have achieved the UBS designations of Wealth Advisor and Portfolio Manager in the Portfolio Management Program. I also hold my Series 7, 63, and 65 securities licenses, as well as Virginia life insurance and variable annuity licenses.
A longtime resident of Richmond, Virginia, I, my wife, Jennifer, and my daughter, Isabelle, enjoy a variety of outdoor activities, including dog training, horseback riding and gardening.
Education
Credentials
Lets connect
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
