UBS
Home | |
About UBS Wealth Management Bookmark this Page
UBS Wealth Management

UBS Home

UBS Wealth Management


Home

Diane Kristen "Kristi" Price
Financial Advisor
101 West Elm Street
Suite 200
Conshohocken, PA 19428
610-832-3022
800-240-0340
855-222-6802 fax
kristi.price@ubs.com

As your Financial Advisor, I am committed to working in partnership with you, putting your needs first and embracing your goals as my own. Whether it's planning your retirement, funding a child's education or building personal wealth, I will work to formulate financial strategies designed to help you pursue your goals.

I believe in building long-term client relationships. I take the time to listen to you, fully understand your unique financial needs and goals, and work with you to develop a personalized financial strategy to help you make appropriate financial choices for today and the future. In addition, I monitor your progress and assist you in modifying your plan as new goals, strategies or life situations arise.

Drawing upon UBS's extensive global resources and capabilities, I can help you address all aspects of your financial life. My investment approach is based on the philosophy that investors will potentially do better over time by earning a steady, reasonable rate of return. I believe it is more productive to strive for consistent, average returns than to try to time the market.

Investment Insights
My Perspective
Corporate Profile CorporateProfile.pdf (370kb)
Financial Goal Analysis Login
Wealth Management Americas Capabilities Brochure UBS_Capabilities_Brochure.pdf (1228kb)
The Guide to Retirement Plans for Business Owners and Professionals ret_business_owners.pdf (2831kb)
Your Estate Plan estate_plan.pdf (307kb)
Estate Tax Basics and Financing Strategies Wealth_Planning_Insights_Oct_2011.pdf (134kb)
Managing Your Wealth With a Family Office ManagingYourWealthWithaFamilyOffice.pdf (72kb)
Managing the Generation Skipping Transfer Tax p_Managing_the_Generation_Skipping_Transfer_Tax.pdf (71kb)
Market Outlook Our_Market_Outlook.pdf (1292kb)
Cashin's Comments cashin_comments.pdf (108kb)
News
Print this page E-mail this page  
Registered States: NJ, PA
Key Information
Account Login
User Name
Password
Benefits of Enrolling
Enroll Now
First-Time User
View Mailbox
Market Update
DJIA 12820.60
NASDAQ 2933.82
S&P 500 1353.39
30yr Tsy 3.01
Market Info
Quotes delayed at least 20 minutes Market Information, Copyright 2002 Reuters Limited. All rights reserved.

Revitalizing America: Miami
Revitalizing America: LA
Terms of Use | Privacy Statement | E-mail Disclosure
Products and services in these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. www.ubs.com
© UBS 2011. All rights reserved.
Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA.
Notice for Non-U.S. InvestorsOrder Routing DisclosureStatement of Financial ConditionBest Execution StatementLoan Disclosure StatementAccount Sweep YieldsAdvisory & Brokerage ServicesCFP Board's Trademark DisclaimerImportant Information About Auction Rate Securities.