Experience Makes all the difference
We are an investment team dedicated to assisting our clients preserve wealth through defining their financial needs and meeting their investment goals. Over 100 years of combined investment experience and commitment to exemplary personal service, coupled with state-of-the-art technology and world-class resources through UBS Financial Services Inc., enable us to provide suitable investments and high-quality service to individuals and businesses now and for future generations.
Carl Edward "Rocky" Nagel
First Vice President - Wealth Management
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716-849-8831