$5+ trillion
In invested assets globally
As of 11/07/2023
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 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.
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
More than 150 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.