Experience Makes all the difference

Philip F. Toohey, CIMA®, CPWA®

Senior Vice President - Wealth Management
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410-576-3229
800-622-0073

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•Graduated from Villanova University - BS in Accounting & University of Baltimore - MBA in Finance
•Joined UBS in 1985
•Member of the Defined Contribution (DC) Advisory Program of UBS Financial Services Inc.
•Certified Investment Management Analyst (CIMA®) designation from the Investment Management Analyst's Association at The Wharton School of the University of Pennsylvania.
•Certified Private Wealth Advisor (CPWA®) awarded by IMCA in conjunction with the Booth School of Business of The University of Chicago


Registered States:
CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI