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$5+ trillion
In invested assets globally
As of 11/07/2023
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Senior Vice President–Wealth Management
Financial Advisor
With over 25 years in the investment advisory business and a portfolio manager in the UBS PMP program, I have a true understanding of creating investment portfolios that are unique according to an individuals' personal financial goals. Communicating with my clients on a regular basis ensures that their portfolios are strategically designed to reflect their risk tolerance and their overall objectives.
Terry received his BS in Marketing Management from Siena College. He currently resides in Basking Ridge, NJ with his wife and their four daughters.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
With over 25 years in the investment advisory business and a portfolio manager in the UBS PMP program, I have a true understanding of creating investment portfolios that are unique according to an individuals' personal financial goals. Communicating with my clients on a regular basis ensures that their portfolios are strategically designed to reflect their risk tolerance and their overall objectives.
Terry received his BS in Marketing Management from Siena College. He currently resides in Basking Ridge, NJ with his wife and their four daughters.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
