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Stephen J. Korving
Stephen J. Korving
Financial Advisor
Advisory and Brokerage Services
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
One Commercial Place
Norfolk, VA 23510
757-624-2186
800-522-5782
757-627-6846 fax
stephen.korving@ubs.com

As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

I contact my clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client’s goals, I offer wealth management strategies for today and years to come.  

Managing Wealth

Your Retirement Plan

Planning for retirement in a changed world
Is your plan for retirement still on track?

Experiencing UBS

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

My Perspective
Your Portfolio your_portfolio.pdf (315kb)
IRA Contribution Circular IRA_contributions.pdf (135kb)
Key Considerations for Protecting Your Family's Future and Transferring Your Wealth estate_plan.pdf (307kb)
Making Confident Decisions About Your Retirement making_confident_decisions_about_ret.pdf (321kb)
The Benefits of Asset Allocation and Rebalancing Benefits_ofAssetAllocation_Rebalancing.pdf (75kb)
The Guide to Retirement Plans for Business Owners and Professionals ret_business_owners.pdf (2831kb)
Leaving Your Employer? Options for Your Retirement Plan rpdd_leaving_your_employer.pdf (3823kb)
Retirement Exploration Questionnaire - Define Your Retirement Vision ret_exploration_ques.pdf (90kb)
529 College Savings Plan Brochure Invest_in_Future_Broc.pdf (192kb)
News

UBS reports third-quarter 2009 earnings
UBS Appoints Robert J. McCann as Chief Executive Officer, Wealth Management Americas & Member of UBS Group Executive Board

Spotlight Articles

Market Outlook: The recovery – on track, but slow and uneven  (810kb)
Do you have a plan for transferring wealth to others?
Managing taxes and portfolio risk and return

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