Taylor Thompson - UBS Financial Services Inc. is a wealth management firm based in Irvine, CA. Led by Senior Vice President Taylor Thompson, their team of financial advisors is dedicated to helping clients achieve their life goals by providing personalized investment advice and guidance. With a focus on understanding clients' priorities and concerns, they work together to create a comprehensive financial plan that aligns with their vision for the future.
Recognized as one of Forbes' Best-in-State Wealth Management Teams in 2023 and 2024, Taylor Thompson - UBS Financial Services Inc. is committed to delivering exceptional service and expertise. They offer a range of services, including liquidity management, investment advisory, and brokerage services, backed by the strength and global footprint of UBS, a world-leading wealth manager with $3.9 trillion in invested assets globally.
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