San Francisco, CA Private Wealth Management is a division within UBS Financial Services Inc. that offers tailored plans integrating complex investing, planning, and financing priorities. With a seasoned team of professionals, they provide trusted financial advice and proactive problem-solving to help clients achieve their wealth goals.
Under the leadership of Todd Locicero, the Market Executive for the Northern California and Pacific Northwest region, the San Francisco Bay Area Wealth Management business is managed, overseeing 15 locations across California, Washington, Oregon, and Nevada. With over 30 years of experience in the financial services industry, Todd brings a wealth of knowledge and expertise to the team.
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