Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Test D'Aiutolo

Financial Advisor
562-495-5522
alexandr.ridlovski1@ubs.com

Lisa A. Chapman, CFP®, CIMA®, CRPS

Managing Director - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Chartered Retirement Plans Specialist (CRPS®)
562-495-5516
lisa.chapman@ubs.com
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Registered States:
AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, ID, IL, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, SC, SD, TX, UT, VA, WA, WI

Ryan D. Gordon, CFP®

Investment Associate
562-495-5560
ryan.gordon@ubs.com

Natalie Brownfield Barron, CFP®, CRPS®

First Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Plans Specialist (CRPS®)
Senior Portfolio Manager
562-495-5542
natalie.barron@ubs.com
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Connect with me on LinkedIn   Connect with me on LinkedIn


Registered States:
AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, ID, IL, MA, MD, MI, MN, MT, NC, NM, NV, NY, OH, OK, OR, SC, SD, TN, TX, UT, VA, WA, WI

Charlene Despues

Senior Client Service Associate
562-495-5531
charlene.despues@ubs.com

Serina Joy Foster

Associate Director
Admin Manager
562-495-5579
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serina.foster@ubs.com


Registered States:
AZ, CA

Belinda C. Dawson

Senior Client Service Associate
562-495-5510
belinda.dawson@ubs.com

Lauren Meredith Reiser, CFP®, CRPS

Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Plans Specialist (CRPS®)
562-495-5521
lauren.reiser@ubs.com

Elaine Jenkins

Client Service Associate
562-495-5536
elaine.jenkins@ubs.com