Within Kirby, Calvani & Walker I am responsible for managing portfolio strategies and to develop tailored financial plans to revolve around client goals and risk tolerance. I work diligently with our clients to build trust and understanding through regular reviews and contact./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Listed skills include Asset Allocation, Strategic Financial Planning, Risk Management, Cima, and 3 others.