Experience Makes all the difference
Our focus is to understand the challenges, resources and solutions that are current and relevant to the clients we serve.
Successful professional women, family stewards, and those that go through a divorce or become widowed benefit from our expertise and the network of professionals we've aligned ourselves with.
We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.*
* Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances.
Stephen P. Mcdonald
Graham M. Cox, AAMS®
Financial Advisor
Portfolio Manager
Wealth Advisor
Accredited Asset Management Specialist (AAMS®)
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941-364-7251