$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
In our role as trusted advisors, we work with clients looking for guidance in organizing and managing their finances. We focus on comprehensive financial planning to help our clients protect, grow, and manage their wealth. With families of our own, we understand the need to provide for loved ones and we are committed to helping you achieve your goals.
UBS is the world's largest wealth manager with over $5 Trillion in invested assets and a 160-year history of providing financial advice. This allows us to capitalize on the extensive resources and global reach of UBS while offering our clients the service level and agility of a boutique firm.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Lets connect
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
In our role as trusted advisors, we work with clients looking for guidance in organizing and managing their finances. We focus on comprehensive financial planning to help our clients protect, grow, and manage their wealth. With families of our own, we understand the need to provide for loved ones and we are committed to helping you achieve your goals.
UBS is the world's largest wealth manager with over $5 Trillion in invested assets and a 160-year history of providing financial advice. This allows us to capitalize on the extensive resources and global reach of UBS while offering our clients the service level and agility of a boutique firm.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Lets connect
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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
More than 160 years
offering financial advice
51 countries
Our global footprint
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
