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
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.
Thomas E. Brockley
Senior Vice President - Investments
Advisory and Brokerage Services
Senior Portfolio Manager, Portfolio Management Program