I am actively working full-time with individuals and high end families. My area is retirement and income planning with... More

I am born and raised in Scranton, PA and have been working in the financial services industry for the last 3 and a half... More

My name is Zach Sampson. I work for UBS Financial Services. I grew up in Tyler, Texas and attended the University of... More

I have spent my entire career working in private wealth management, brining years of experience in advising clients on... More

I am passionate about financial education, sustainable investing, and helping others become the best them they can be. More

I am a happily married, father of five adult children, born and raised in Brooklyn, NY and a Glen Rock, NJ resident for... More

I am an experienced professional with a successful career in the Administrative, Operations in the Financial Services... More

I'm a Venezuelan lawyer, mom of 2 and married. We came to US 9 years ago. I've been working in the financial services... More

I started with UBS in 2018 following a tenure at Toll Brothers where I was a mortgage loan originator with six years of... More

Joshua G. Heimann is the Head of Sales & Business Development for the International Division of Wealth Management USA... More

I am passionate about helping people achieve their career dreams and live financially stable lives. I graduated from... More

Hi! My name is Katie Dobrinski and I live in Concord, NH. I work at UBS Financial Services by way of Fidelity... More

Member of top sales team with over $4B in assets under management and over $15M in annual revenue managing high net... More