Experience Makes all the difference
As your financial advisory team, our focus is on advising you and your family on multi-generational wealth planning. We explore the life you envision to discover your personal aspirations. Together, we translate your goals into a financial plan and design a suitable wealth management strategy to guide you in reaching your objectives. Drawing on the unique insight of UBS, our team's combined expertise of over 75 years as well as professional qualifications (CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst®, Certified Private Wealth Advisor®, Certified Exit Planner Advisor®, Chartered Retirement Planning Counselor®), you'll receive Advice Beyond Investing. Your goals are our focus, and achieving them is a commitment we share.
Kalyn Maher Walker
Perry A. Zeigler, CFP®, CIMA®, CPWA®
Senior Vice President - Wealth Management
Accredited Wealth Management Advisor℠
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
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858-947-7033