UBS Financial Service

Call
2555 E Camelback Rd Ste 600
Phoenix, AZ 85016
+1 (602) 957-5151

UBS Financial Services Inc. is a leading wealth management firm with a branch office located in Phoenix, AZ. With over 20 years of experience, Executive Director and Market Director Shawn Bernhard leads a team of dedicated professionals who provide comprehensive financial advice and tailored solutions to clients. Their mission is to develop long-term relationships through quality client service and help clients achieve their financial goals.

The Phoenix branch office also includes Administrative Manager Marietta Perkins and Branch Office Administrator Danielle Kaczmar, who play integral roles in supporting the team and ensuring exceptional service. With a commitment to client satisfaction and a focus on personalized strategies, UBS Financial Services Inc. is dedicated to helping clients navigate the complexities of wealth management and create legacies that matter most to them.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Tibshraeny, Tyson M Agt

UBS Financial Services Inc. is a global leader in wealth management, with over $3.9 trillion in invested assets globally. With a history spanning more than 160 years, UBS has proven its resilience in guiding clients through various financial challenges and market opportunities. Their team of experienced financial advisors, including Jennifer Loson Lucovich, Senior Vice President Wealth Management Financial Advisor, is dedicated to understanding clients' priorities and concerns, helping them confidently pursue their life goals. UBS offers a range of investment advisory and brokerage services, providing clients with the expertise and support they need to navigate the ever-changing financial landscape. As an SEC-registered investment adviser and broker-dealer, UBS Financial Services Inc. operates in compliance with relevant laws and regulations. They prioritize building lasting relationships with clients by listening to their needs and offering tailored solutions. With a global footprint spanning 51 countries, UBS is well-positioned to provide comprehensive wealth management services to individuals and businesses worldwide. Their commitment to excellence and their partnership with Credit Suisse further solidify their position as a trusted and respected financial institution.Generated from the website

Gregory J Wooten CFP Cpfa-Merrill Lynch

Welcome to Merrill Lynch in Phoenix, AZ. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
Merrill Lynch Financial Advisor Kent Hughes

Merrill Lynch Financial Advisor Kent Hughes

Welcome to Merrill Lynch in Phoenix, AZ. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
United States›Arizona›Phoenix›UBS Financial Service

Partial Data by Infogroup (c) 2025. All rights reserved.