Since 1986, Nancy Ubaldi has served as First Vice President of Wealth Management at UBS – the world's largest global wealth management firm. With over $160,000,000 assets under management, Nancy has developed a thriving business through her unwavering ability to guide successful families with investing, perpetuating, and transferring their wealth. Along with her extensive knowledge of tax efficient wealth strategies, Nancy's holistic approach to wealth management has enabled her clients to achieve their personal financial goals. Her ability to explain the markets relative to their individual needs has given them comfort and confidence for decades. Nancy has an extensive background and education in the financial services industry, and has earned numerous accreditations throughout her career.

Nancy holds the Series 7, Series 63, and Series 67 Securities Licenses, as well as life, health, and variable contracts insurance licenses. She has received the esteemed Wealth Designation, and holds two teaching credentials from San Francisco State University.

Nancy prioritizes community involvement in a variety of ways. Her dedication towards public service has led her to serve as the Membership Chair for American Association of University Women, a Music Therapy Volunteer at Hope Hospice, and hold several leadership positions within Dublin United Youth Soccer League.

• Wealth Advisor Designation

• Bachelor of Arts, University of California, Santa Barbara
• Teaching Credentials, San Francisco State University

• Series 7
• Series 63
• Series 67
• Life, Health and Variable Contracts Insurance Licenses (AK,AL,AZ,CA,CO,CT,DC,FL,GA,KS,MD,MI,MN,OR,SC,TX,UT,VA,WA)

• Membership Chair for American Association of University Women
• Music Therapy Volunteer at Hope Hospice
• Coach and Secretary for Dublin United Youth Soccer League
• Board of Directors at Joy Preschool

AK, AZ, CA, CO, CT, DC, DE, FL, GA, KS, MD, MI, MN, NH, NM, OR, TX, UT, WA