Nicholas (Nick) Lee joined UBS in 2015 and has 12 years of experience serving high net worth clients. Prior to joining UBS, Nick was with Schwab Private Client for Charles Schwab and later moved on to be a Private Client Relationship Manager for Fidelity Investments. With his experience in the financial services industry and his passion for quality service, he is a valuable and reliable resource for clients.

Nick holds both the Series 7 and Series 66 securities licenses, as well as a California notary public license. He has a BA in Business from San Francisco State University.

Nick enjoys hiking and is a passionate Bay Area sports fan. He loves to travel around the world looking for the most amazing temples and the best street food.

Registered States:
CA

Adrienne is a Silicon Valley native and UC Berkeley alumn (Phi Beta Kappa). She joined the UBS family in February of 2019. 

Adrienne has helped several companies streamline communication from and amongst management. Her strategies, forms, and customized websites dramatically increased efficiency while cutting costs in the processes of communicating with hundreds of employees. 

Skilled in branding, social media, and graphic design, Adrienne has always enjoyed empowering others to make technology work for them, on their terms. 

Adrienne enjoys theater, DIY projects, and woodworking.