Peter Y. Choy, Aif®, Crpc®, Crps®, Efc, Ic, Rpc, Senior Pm Email and Phone Number
My role as Senior Vice President- Wealth Management and Retirement Plan Consultant with UBS Financial Services is to provide a comprehensive financial plan that guides corporate executives, business owners and their families toward their financial goals by understanding where they have been, where they are today and where they want to be in the future.My team and I, recognized collectively as The Choy Group, are dedicated to developing relationships with our clients based on trust, integrity and respect. Our aim is to provide proactive solutions involving critical market analysis, tax efficient investing, wealth transfer strategies, and retirement planning.I'm always looking to service my clients in all capacities beyond my traditional scope of work in order to help them think outside the box so they can most effectively deal with what life brings their way. My military experience as a Cadet at West Point, studies at Arizona State University, and professional experience as a training coordinator and branch manager gave me the discipline and drive to realize the importance of doing the right thing at all times and treating people with more respect than you have for yourself.In an industry that is often changing, I've been honored to serve many of the same clients for over 20 years as a result of my personal commitment to offer the tools, knowledge and strategies that help them cultivate the resources and time needed to realize their dreams and fully enjoy their lives./*********/**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.**
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Financial Advisor, Managing Director- Wealth Management, Aif®, Crpc®, Crps®, Rpc, Efc, IcUbsFranklin, Tn, Us -
Senior Vice President- Wealth Management, Aif®, Crpc®, Crps®, Rpc, Senior Portfolio ManagerUbs Jul 2015 - PresentZurich, ChAs Senior Vice President- Wealth Management at UBS Financial Services and Managing Partner of The Choy Group, my team and I have successfully transitioned 125% of our former practices within four months of joining UBS (far outpacing standard transition rate of 60-70%). The trust demonstrated by the loyalty of our clientele is a result of our team's daily practice to implement comprehensive wealth management planning with the highest level of integrity, compassion and respect for our clients' personal aspirations and short and long term financial goals.With nearly $500MM under management, I deliver customized financial planning, portfolio management and critical retirement strategies to help my clients save and invest for their future so they may continue to build their family's legacy. Additionally, I have earned certifications as an AIF®, CRPC®, and CRPS® in order to provide an added level of service that enables me to assume a fiduciary role in the implementation and management of qualified plans. -
Senior Vice President, Portfolio Manager, Senior Investment Management Consultant, Crpc®Morgan Stanley Investment Management Feb 2008 - Jul 2015New York, Ny, UsAnticipating the volatility that would eventually take over the financial markets in late 2008, I made the strategic decision in early 2008 to join the Morgan Stanley Investment Management Group (formerly Smith Barney). My goal was to focus primarily on providing financial and retirement planning services for high net worth professionals and their families. As a Senior Vice President and Senior Investment Management Consultant, I was able to help my clients stabilize and grow their portfolios with a solid plan of action based on their long term financial goals. By maintaining a clear perspective on the market and clearly communicating the purpose and objectives of my client's financial plan, I was responsible for approximately $124MM in managed assets. -
Avp, Branch Manager, Crpc®Merrill Lynch Nov 2002 - Feb 2008New York, Ny, UsMerrill Lynch offered me the opportunity to advance quickly as a leader, taking on the role of Head Training Coordinator for all of Phoenix Metropolitan in just a few short years. The training program I led for the Arizona team was nationally recognized due to an unprecedented 93% graduation success rate at a time when the national average was below 50%. In addition to being Head Training Coordinator, I became Branch Manager of the Ahwatukee, Arizona Merrill Lynch office in 2005 while running a financial advisory practice as a CRPC® with over $75MM in assets under management. By 2006, the Phoenix Ahwatukee branch was ranked as one of the top small offices in the nation, while the Phoenix Merrill Lynch Complex was recognized nationally, achieving 100 out of 100 Critical Field Objective (CFO) points set forth by the Merrill Lynch executive management team. -
Financial AdvisorMorgan Stanley Jan 2001 - Nov 2002New York, Ny, UsMy career in finance began as a Financial Advisor with Morgan Stanley, where I graduated from their two-year program in only 15 months. Recognized by the company as a top performer, I managed to build a completely new book of business from the ground up, exceeding my goal by 150% despite joining the industry at a time when the market was recovering from the devastating events of 9/11. During this time, I successfully attained my Series 7 (General Securities Representation Examination) and Series 63 (Uniform Securities Agent State Law Examination) Certifications designated by the Financial Industry Regulatory Authority (FINRA).
Peter Y. Choy, Aif®, Crpc®, Crps®, Efc, Ic, Rpc, Senior Pm Education Details
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Arizona State UniversityBusiness And Communication -
United States Military Academy At West PointGeneral Studies -
University Of Pennsylvania - The Wharton SchoolExecutive'S Certificate
Frequently Asked Questions about Peter Y. Choy, Aif®, Crpc®, Crps®, Efc, Ic, Rpc, Senior Pm
What company does Peter Y. Choy, Aif®, Crpc®, Crps®, Efc, Ic, Rpc, Senior Pm work for?
Peter Y. Choy, Aif®, Crpc®, Crps®, Efc, Ic, Rpc, Senior Pm works for Ubs
What is Peter Y. Choy, Aif®, Crpc®, Crps®, Efc, Ic, Rpc, Senior Pm's role at the current company?
Peter Y. Choy, Aif®, Crpc®, Crps®, Efc, Ic, Rpc, Senior Pm's current role is Financial Advisor, Managing Director- Wealth Management, AIF®, CRPC®, CRPS®, RPC, EFC, IC.
What schools did Peter Y. Choy, Aif®, Crpc®, Crps®, Efc, Ic, Rpc, Senior Pm attend?
Peter Y. Choy, Aif®, Crpc®, Crps®, Efc, Ic, Rpc, Senior Pm attended Arizona State University, United States Military Academy At West Point, University Of Pennsylvania - The Wharton School.
Who are Peter Y. Choy, Aif®, Crpc®, Crps®, Efc, Ic, Rpc, Senior Pm's colleagues?
Peter Y. Choy, Aif®, Crpc®, Crps®, Efc, Ic, Rpc, Senior Pm's colleagues are Divya Maheshwari, Ralph Merheb, Adonis Y., Francesca Pace, Sandeep Elangovan, Cristian Manic, Josh Heard, Crps™.
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