Experience Makes all the difference

The employees of UBS Financial Services in Lincoln, Nebraska, are dedicated to serving their clients as well as our local community. This fall, our office was the title sponsor for the Junior Achievement event, the “Stock Market Challenge.” Dozens of entrepreneurial high-school students gathered at UNL’s Innovation Campus for an afternoon competition and evening ceremony. The students formed teams and simulated a quarter in the stock market, trading a portfolio to try and achieve maximum return. This event is seen as the culmination of their efforts in Junior Achievement, which starts for most of them in kindergarten. UBS is proud to be associated with Junior Achievement.

Gifts of Love™ is City Impact’s incredible Christmas Store for Lincoln families. Celebrating 20 years of outreach, Gifts of Love™ provides an opportunity for income eligible families to purchase NEW items for their children at 70% off retail prices! Parents spend up to $20 per child (plus tax) of their own money on up to 3 items per child. Children and youth who attend City Impact’s weekly Bible Club or Impact Leadership Academy programs earn vouchers to shop for loved ones at the Gifts of Love™ Student Store. In 2014, 3,000+ local children & families received $125,000+ in new gifts purchased at Gifts of Love™!

Again in 2015 UBS employees helped raise funds and volunteered for the Gifts of Love Christmas Store. Since 2010 our UBS Lincoln employees have:

  • Volunteered over 850+ hours to Gifts of Love
  • Funds raised from our families and UBS – $90,000+
  • Bikes purchased – 520 bikes

One of our core beliefs at UBS is "making a difference for our clients and their families." This belief holds true for our community as well. We are proud of what we do for our clients as well as our community. We all can make a difference.


Bryan Adamson

Executive Director
Branch Manager
402-963-2948
800-666-0632

email




Registered States:
AZ, FL, IA, KS, MA, MD, ME, MN, NE, NV, SD, TX


Clark Alan Bogseth

402-328-4537
800-444-0598

email




Registered States:
FL, NE


James J. "Jim" Suey

Director
402-963-2926

email



Jim has 18 plus years of experience in the financial services industry in various roles covering compliance, HR, operations, and trading including the last 6 years at UBS Financial Services.  He is curretnly the Administrative Manager for the state of Nebraska.  Jim received a Bachelor of Science Degree in Business Adminstration and holds the FINRA license's 7, 66, 9, and 10.


Registered States:
TX