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As your Financial Advisor, I can leverage the global resources of UBS, one of the world's largest 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.
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
Managing Wealth


Is your plan for retirement still on track?
It is never too late or too early to start saving for retirement
What should you think about before you transition into retirement?
Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan
My Perspective
Corporate Profile CorporateProfile.pdf (211kb)
Individual Investor Profile ind_investorprofile.pdf (71kb)
Financial Goal Analysis financial_goal_analysis.pdf (234kb)
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)
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Update on UBS's current trading performance
U.S. cross-border case and information for U.S. taxpayers with accounts at UBS overseas locations
Spotlight Articles

Is your financial portfolio in balance?
Market Outlook: Has the rally passed you by? What you can do  (441kb)
Make your cash work harder for you
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