Because of her genuine interest in people, Louise Gunderson has distinguished herself as one of UBS’s most successful Financial Advisors and is the top female at the firm. She brings more than 40 years of experience helping sophisticated clients meet their most meaningful—and often complex—personal wealth goals. Louise provides advice and solutions beyond investing to address all areas of her clients’ lives— from investment management and asset allocation, to longevity and multigenerational estate planning, as well as banking and real estate financing.
A wealth manager with extensive banking and investment experience
Prior to joining UBS, Louise spent 6 years with Merrill Lynch Global Wealth Management as a Managing Director of Investments. Her experience also includes 10 years with Bernstein Investment Research and Management, serving as a Senior Financial Advisor and Principal, managing over $1 billion of client assets. She previously spent 18 years at Chemical Bank in its credit, private banking and retail divisions, as well as 5 years as head of private banking at Republic National Bank and Banca della Svizzera Italiana (BSI).
Local and national media have consistently recognized Louise for her experience and dedication to her clients
Louise has been featured in The Wall Street Journal, The New York Times, Bloomberg News, Forbes, Barron's and The Financial Times and as a guest speaker on Fox News and CNBC.
A nationally recognized industry leader
- Barron's Hall of Fame, inducted in 2019
- Barron's Top 100 Women Advisors, 2012 – 2022
- Barron's Top 1,200 Financial Advisors, 2014 – 2022
- Barron's Top 100 Private Wealth Management Teams, #25 in 2022
- Forbes/SHOOK Top Women Wealth Advisors, 2017 – 2022 (#1 Female at UBS)
- Forbes/SHOOK Top 250 Wealth Advisors, 2017 – 2022
- Forbes/SHOOK Best-in-State Wealth Advisors, 2018 – 2022
- Forbes/SHOOK Top 100 Wealth Advisors, 2016
- Financial Times Top 400 Financial Advisers, 2020
- REP. magazine’s Top 50 Wirehouse Women, 2014
- Recipient of the “She Knows Where She’s Going” award from Girls Inc., recognized as a role model for tomorrow’s female executives
Licenses and Education
- Series 7 and 66 securities licenses
- B.S., Political Science, Trinity University
Outside of UBS
Louise resides in Manhattan and Southampton and has two daughters, Laura and Nina. She actively serves on the Northwell Health Auxiliary for Lenox Hill Hospital in New York City. She is a member of C200, which is a community of the most successful women in business driven to advance current and future female leaders. In addition, Louise is a senior mentor for the UBS women’s network. She is an active alumnus with her alma mater Trinity University in Washington, DC, and has served on the Wake Forest Parent’s Council and Duke University’s Cancer Center board. She plays golf and tennis, enjoys traveling, and loves to cook and share her recipes with clients and friends.
Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, VT, WA, WY