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Ronald G. Hersch
Ronald G. Hersch
Vice President - Investments
Advisory and Brokerage Services
  • Accredited Asset Management Specialist (AAMS)
Wachovia Building
150 Second Avenue North
Suite 1000
St. Petersburg, FL 33701
727-892-2508
800-822-1978
727-892-2525 fax
ronald.hersch@ubs.com

As your Financial Advisor, I can leverage the global resources of UBS, one of the world's leading wealth managers, to address your needs.  Below is a sample of the resources at my disposal:

  • Alternative investments, professional money management services, lending solutions
  • Retirement planning, fixed-income securities, tax planning strategies*
  • Estate planning strategies, philanthropy and gifting strategies, trust services*

By understanding your concerns, I can design a plan to help you make appropriate financial decisions for today and tomorrow.

*Neither UBS Financial Services Inc. nor its employees provide legal or tax advice. You must consult with your attorney and tax advisors regarding your personal circumstances.

Managing Wealth

Retirement Plans at UBS

Are you maximizing the new tax advantages of your retirement savings?
Planning for retirement in a changed world

Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

My Perspective
Corporate Profile CorporateProfile.pdf (156kb)
Individual Investor Profile ind_investorprofile.pdf (71kb)
CD Circular CD_Circular.pdf (109kb)
Municipal Spotlight Municipal_Spotlight.pdf (91kb)
Making the Most of Your Retirement Savings - A Case For Consolidation ret_nwltr_Making_the_Most_of_YourRetirementSavings.pdf (56kb)
News

UBS AG nominates Wolfgang Mayrhuber for election to its Board of Directors
2009 Investor Day: UBS provides an update on the progress in transforming the firm

Spotlight Articles

2010 market outlook and investment opportunities
Managing your portfolio for you and your heirs
Market Outlook: 2010–the year of living less dangerously (591kb)

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2010 Market Opportunities

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