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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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