Fay brings more than 20 years of experience as the key Senior Client Service Associate. She brings her commitment to integrity and a client-centered work ethic to each relationship. Responsible for day-to-day operations, Fay is the key point of contact, handling all aspects of account administration and providing clients access to the extensive resources of UBS Wealth Management. Fay is passionate about delivering the finest experience to her team’s most discerning clients. From assembling competing recordkeeping proposals and preparing plan design reviews, to overseeing contracting details, to ensuring quarterly performance reports are consistent with family mission statements, she is instrumental in keeping Copper Tree on time and on schedule.
Fay holds Securities Licenses Series 7, Series 66, and Series 31. Fay is married and has one daughter. Of note, Fay is also an expert gardener and gourmet cook; she hosts some of the best barbecues in Santa Cruz County.
Registered States:
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, VT, WA, WY