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Viewpoint Financial Group
Viewpoint Financial Group
602-667-8108
602-957-5177
602-957-5150 fax
Send us an e-mail: ViewpointFG@ubs.com
Team Members:
Teri Twarkins, CFP®, CIMA®
Vice President - Investments
Wealth Advisor
teri.twarkins@ubs.com

Megan B. Engle
Registered Client Service Associate
megan.engle@ubs.com

Matthew A. "Matt" Gimmelli, CFA®
Vice President - Investments
Portfolio Management Program
matthew.gimmelli@ubs.com

Marvin L. Stancil, II
Registered Client Service Associate
marvin.stancil@ubs.com

What is important to you? At UBS, that’s where our conversation begins.

Helping you find those answers is what the relationship between you and us is all about. Because the better we understand how you envision your future, the better we can work together to help you shape it. And our approach is a simple one: Based on your goals and priorities, we’ll partner with you to help you plan your most meaningful milestones and all you hope your future can be. 

Learn about Our Team
Investment Insights
Our Perspective
Investment Strategy Guide investment_strategy_guide.pdf (1431kb)
The Strength of UBS strength_ubs.pdf (184kb)
UBS Q4 Corporate Profile ME09756_34761_Q4_Corporate_Profile_2011.pdf (1193kb)
Market Outlook Our_Market_Outlook.pdf (1292kb)
A Breakthrough At Last? TE03548_34761_Europe.pdf (115kb)
Managing Your Wealth at UBS: One essential conversation Managing_Your_Wealth_at_UBS.pdf (651kb)
A Long and Winding Road TE03548_34761_WMR_Mike_Ryan.pdf (867kb)
Cashin's Comments cashin_comments.pdf (108kb)
Washington Weekly TE03548_34761_t_twarkins_Washington_Weekly_2011-01-07_Team.pdf (139kb)
AA Pilot Retirement Questionnaire ME09756_34761_BE03390_34406_AA_Pilot_Questionnaire.pdf (666kb)
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