At UBS, we take your well being to heart. As you know, UBS Financial Services Inc. is Applied Materials' stock benefit plan administrator. Even though you have left Applied Materials, UBS offers a suite of resources to help you in this time of transition, including access to the UBS Concierge Service Desk and the UBS Premier Advisory Services Program.
Through the UBS Premier Advisory Services Program (available only to former U.S.-based Applied Materials employees), you will have access to qualified Financial Advisors who can help you analyze your future financial decisions. They will also handle your situation with the utmost confidentiality.
Our advisors will offer you:
- A one-on-one private briefing, upon request
- Complementary financial planning services
- A UBS Resource Management Account® (RMA®)1
We invite you to view our offering, our process and our services.
The UBS Concierge Service Desk can connect you with Financial Advisors throughout the United States whose focus is working with current and former Applied Materials employees like you. These Financial Advisors have knowledge of your equity compensation plans and your benefit packages, and they have the ability to provide you with comprehensive wealth management services.
Call or e-mail the UBS Concierge Service Desk to find out more about the Premier Advisory Services Program.
Contact Information
Emily W. Van Hoorickx, CEP, CFP®
Senior Vice President – Investments
Advisory & Brokerage Services
Silicon Valley Investment Group
UBS Financial Services Inc.
50 W. San Fernando Street, Eighth Floor
San Jose, CA 95113
800-862-4433 ext. 8424
408-282-8481
svteam@ubs.com
1 There may be a fee associated with opening a UBS Resource Management Account. For more details, please read our brochure.
As a firm providing wealth management services to clients in the U.S., UBS Financial Services Inc. offers both investment advisory programs and brokerage accounts. Advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information, please visit our website at www.ubs.com/workingwithus.