Senior Partner on a multi-family office wealth management team that specializes in partnering with affluent families, executives, business owners, high net worth individuals and related institutions to achieve their wealth management goals. TPG Wealth Management is part of UBS Financial Services, Inc. and is located in Hudson Ohio and Austin Texas. Our team has over 150 years of combined industry experience, TPG has a deep understanding and appreciation for the complex and diverse needs confronting both individuals and families. Our team members have advanced certifications in Financial Planning, Portfolio Management and Estate Planning. TPG has been retained by clients all throughout the United States. **These are the comments of this Financial Advisor 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 Series 7, Series 8, and Series 63.