As your Financial Advisor, I can leverage the global resources of UBS, one of the world's largest wealth managers, to address your needs. Below is a sample of the resources at my disposal:
Alternative investments, professional money management services, lending solutions
Retirement planning, fixed income securities, tax planning strategies*
Estate planning strategies, philanthropy and gifting strategies, trust services*
By understanding your concerns, I can design a plan to help you make appropriate financial decisions for today and tomorrow.
*Neither UBS Financial Services Inc. nor its employees provide legal or tax advice. You must consult with your attorney and tax advisors regarding your personal circumstances.
Registered States: AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, KY, LA, MA, MD, ME, MI, MO, MT, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA
UBS provides wealth management services to U.S. clients. This includes both investment advisory and brokerage services. While there are some similarities among these services, the investment advisory and brokerage accounts we offer are separate and distinct and each are governed by different laws and contracts with you. Learn more about the distinctions between our brokerage and advisory services.
