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$2.8 trillion
In invested assets globally
As of 06/30/2022
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
As a Certified Financial Planner™ and Portfolio Manager with UBS, I work with clients looking for guidance in organizing and managing their finances. We have a particular focus on working with professional athletes, business owners, corporate executives, and their families.
We approach each client engagement by focusing on what's important to them and customize a plan of action to meet their unique situation. We then work together to create a financial plan comprising their investment, retirement and estate planning needs.
UBS is the world's largest wealth manager with $3.6 Trillion in invested assets and a 150-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.
Credentials
Lets connect
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
As a Certified Financial Planner™ and Portfolio Manager with UBS, I work with clients looking for guidance in organizing and managing their finances. We have a particular focus on working with professional athletes, business owners, corporate executives, and their families.
We approach each client engagement by focusing on what's important to them and customize a plan of action to meet their unique situation. We then work together to create a financial plan comprising their investment, retirement and estate planning needs.
UBS is the world's largest wealth manager with $3.6 Trillion in invested assets and a 150-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.
Credentials
Lets connect
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.
UBS Business Transition Services can help unlock the possibilities
Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.
$2.8 trillion
In invested assets globally
As of 06/30/2022
More than 150 years
offering financial advice
Global leader
UBS is a world-leading wealth manager
