As a Financial Advisor team, and members of the UBS Corporate Employee Financial Services (CEFS) Financial Advisor Network, we are focused on servicing the needs of corporations and their employees. Each team member contributes diverse financial experience and knowledge of corporate equity compensation plans. This unique combination of experience enables us to provide you with personalized equity compensation plan and financial planning assistance.

Members of the CEFS Financial Advisor Network are trained in the area of equity compensation and regularly informed of industry updates. Additionally, all Financial Advisors have completed the CEFS Financial Advisor Network membership process and have obtained the designation of Corporate Stock Benefit Consultant.

At UBS Financial Services Inc. (UBS), we offer a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, we harness the vast resources and capabilities of one of the world’s largest wealth management firms on your behalf.

It all begins with a relationship – a relationship we call “You & Us.”