UBS Financial Services Inc. is a global leader in wealth management, with over $3.9 trillion in invested assets globally. With a history spanning more than 160 years, UBS has proven its resilience in guiding clients through various financial challenges and market opportunities. As an SEC-registered investment adviser and broker-dealer, UBS offers separate and distinct investment advisory and brokerage services, ensuring clients receive tailored solutions to meet their financial goals.
UBS's team of experienced financial advisors, including Robert Magallanes, Jr., Vice President Wealth Management Financial Advisor, prioritize building lasting relationships with clients by listening and understanding their priorities and concerns. By looking at the big picture and discussing clients' visions for the future, UBS helps individuals confidently pursue their life goals through comprehensive wealth management strategies. With a global footprint spanning 51 countries, UBS is committed to providing exceptional service and support to clients worldwide.
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