Samuel Sinclair Email & Phone Number

Sam works closely with his clients to develop financial plans and custom investment solutions that best meet their short and long term objectives. He is passionate about helping clients and their families plan for the future based on a deep understanding of their values and what they are looking to achieve with their wealth. With a streamlined wealth management process and access to a wide range of subject matter experts (i.e. estate planning, tax management, insurance, etc..), Sam and his team deliver a comprehensive experience to each client they work with. In addition, Sam had the unique opportunity to work with his father for many years at UBS. Through that experience, he learned that building trust and being authentic are important factors for a successful relationship./*********/**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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  Ohio Wesleyan University