I am a Financial Advisor, and Senior Portfolio Manager with UBS Financial Services. I manage wealth and advise high net worth families with an emphasis on financial transition. My team's focus is customized investment management, personal financial planning, and collaboration with your outside advisors. My team consists of myself and three partners, Grady, Stephanie, and Nancy.The outside advisors I work with the most are the CPA, Estate Planning attorney, and insurance representative. We serve a small group of households, and pride ourselves with our small practice and client experience./*********/**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.**