Josh Heard, Crps™ Email & Phone Number

Working as a Senior Wealth Strategy Associate with Robert Vaughan and UBS Institutional Consulting allows me to interact closely with those in need of financial advice. You may be the head of Human Resources, an investment committee or an employee seeking personal guidance; without reservation, I am here for you. My areas of focus include retirement planning strategies, Wealth Management Services, and financial wellness programs. Each day is an opportunity to change someone’s life, and today is no exception. I strive to remove the stress of uncertainty and inspire the self-confidence necessary for all of us to alter the trajectory of our lives. Our plan participants appreciate our ability to simplify the complex and, with the backing of a global leader in wealth management, take comfort knowing our vast resources are available whenever they need them. Combined with my team's decades of experience, these powerful tools ensure each plan and participant receives the level of attention and care they deserve. For a group to function efficiently, effective interpersonal communication and trust among peers is key. I spent nearly twenty years playing baseball with individuals from around the world; I know how and when to take charge of a situation or provide support. I operate with the mindset that no matter our background, if we develop trust and work together, we can achieve great things. Although my time on the diamond has ended, the relationships and skills I have cultivated will last me a lifetime. I live my life with my alma mater's motto in mind: "What starts here changes the world." How could we change your world today? ./*********/**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.**