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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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