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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Senior Vice President–Wealth Management
I was born in Upstate New York in a town called Ticonderoga, where my family had a farm. I am the tenth child in a family of eleven kids This was the start of learning my strong, hard work ethic. The family moved to Florida in 1981, where I graduated from Martin County High School in 1987. I spent a year after graduating in St. Thomas working in a hotel before coming back to Florida and going to college. I graduated from Florida State University (FSU) in 1993 with a degree in Social Science with an emphasis in Business.
I started in the financial industry right out of college, taking my first job with AG Edwards. This led to a position with Legg Mason and then with Wells Fargo; where I spent the last fourteen years working with clients and helping them to navigate life's moments. My roles of Relationship Manager and Private Bank Investment Specialist with Wells Fargo proved integral in developing my working relationships with high net worth individuals and providing sound financial and retirement planning. I am continuing to develop and expand the financial planning opportunities for my client here at UBS.
I have a ten year old daughter, Gabrielle (Gabi) who attends Palm City Elementary and loves art, reading and animals. We have a cat named Chloe and a puppy named Sophie.
Personal & Community
Education
Senior Vice President–Wealth Management
I was born in Upstate New York in a town called Ticonderoga, where my family had a farm. I am the tenth child in a family of eleven kids This was the start of learning my strong, hard work ethic. The family moved to Florida in 1981, where I graduated from Martin County High School in 1987. I spent a year after graduating in St. Thomas working in a hotel before coming back to Florida and going to college. I graduated from Florida State University (FSU) in 1993 with a degree in Social Science with an emphasis in Business.
I started in the financial industry right out of college, taking my first job with AG Edwards. This led to a position with Legg Mason and then with Wells Fargo; where I spent the last fourteen years working with clients and helping them to navigate life's moments. My roles of Relationship Manager and Private Bank Investment Specialist with Wells Fargo proved integral in developing my working relationships with high net worth individuals and providing sound financial and retirement planning. I am continuing to develop and expand the financial planning opportunities for my client here at UBS.
I have a ten year old daughter, Gabrielle (Gabi) who attends Palm City Elementary and loves art, reading and animals. We have a cat named Chloe and a puppy named Sophie.
Personal & Community
Education
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
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UBS is a leading and truly global wealth manager
