$6.9 trn
UBS Group invested assets
As of 10/29/2025
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.
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
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.
