At UBS, we take your financial well being to heart which is why you have access to the UBS Concierge Service Desk and the UBS Premier Advisory Services Program.
Available exclusively to U.S.-based Intel employees, through the UBS Premier Advisory Services Program you will have access to qualified Financial Advisors who will offer you:
- A one-on-one private briefing, upon request
- Complimentary 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 other Intel 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
UBS Financial Services Inc.
CEFS Financial Advisor Network
800-796-2104 or 713-427-7581
intelpas@ubs.com
1 There may be a fee associated with opening a UBS Resource Management Account. For more details about the features and benefits of the RMA, 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.