Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
Patrick J. Flood
With 25 years in the business, Patrick's experience in finance began at the University of California, Santa Barbara where he earned his B.A. in Economics. After graduation, he decided to stay in the area and began his career at Dean Whitter in Santa Barbara.
Before beginning his partnership with UBS in 2014, Patrick spent time at Morgan Stanley, Smith Barney and Wells Fargo Advisors. Through these experiences, Patrick has honed his focus and skills on custom portfolio construction and helping clients reach their goals through comprehensive financial planning and holistic wealth management, all of which he delivers here at Gibraltar Wealth Management at UBS.
An avid cyclist, runner, and swimmer, when Patrick is not outdoors, he can be found spending time with his wife, Meghan, and their three sons - Ryan, Sean, and Liam.
AZ, CA, CO, DC, FL, IL, MA, ME, MO, NY, OR, TX, WA
Noelle Ashley Oh
Senior Wealth Strategy Associate
After graduating from the University of Southern California with a B.A. in Business Administration, Noelle moved up the coast to Santa Barbara, entering the financial world at Wells Fargo Advisors. After working there with Patrick for several years, Noelle decided to join him at UBS in 2014.
As a CFP certificant, Noelle provides valuable insights helping clients with financial goal analyses and creating and maintaining comprehensive financial plans.
Outside of work Noelle can most likely be found walking her trusty four-legged friend, Violet, or baking up some sugary confection in the kitchen.
AZ, CA, CO, DC, FL, HI, IL, MA, ME, MO, NY, OR, TX, WA, WI
Senior Client Service Associate
Annalisa began her career wtih PaineWebber as a Sales Assistant. She served as a Branch Managers Assistant at Morgan Stanley working with Advisors in training and compliance. In 2001 she joined Wells Fargo Advisors though its predecessor firm, Prudential Securities where she earned the Distinguished Service Professional award which recognized the firm's most accomplished registered associates. She joined UBS Financial in 2014 and is currently serving as CSA Coach to her associates and on the Advisory team for the Branch Manager. Annalisa supports Noelle and works closely with the team CSA to ensure the team is providing a high level of service to clients. She holds her series 7 and series 66 securities licenses and brings over 20 years of client service experience to the team. In her spare time Annalisa enjoys bicycling, gardening and cooking for friends. Annalisa lives in Carpinteria with her husband and two daughters.
AZ, CA, CO, CT, MO, NC, NJ, NV, NY, OR, PA, SC, TX, UT, WA
Leticia Maria Schaeffer
Client Service Associate
Lety joined UBS Financial in 2018 and serves as Client Service Associate managing client operational needs for the team. After earning a Marketing degree from CSUSB College of Business and Public Administration, she began her career establishing and maintaining relationships with customers by creating sales and marketing campaigns to meet their needs. In her spare time she enjoys cheering on her son at varsity sporting events or sitting in theatres watching her daughter sing and act on stage. Lety lives in Santa Barbara with her husband and two children.