Bel-Air Wealth Management - UBS Financial Services Inc.

Patricia Johnson is a Senior Vice President and Financial Advisor at UBS Financial Services Inc. in Los Angeles, CA, bringing 35 years of experience in the financial services industry to her clients. She specializes in customized investment and wealth planning solutions, leveraging her extensive network of professionals in portfolio management, tax, and estate planning. Passionate about empowering women, Patricia regularly hosts educational events aimed at enhancing financial acumen and addressing specific needs. She is actively involved in philanthropy, serving on the board and finance committee for Chrysalis, a nonprofit dedicated to creating pathways to self-sufficiency for underserved communities. Generated from the website

Newport Legacy Wealth Management, part of UBS Financial Services Inc. in Newport Beach, CA, emphasizes a personalized approach to financial planning by prioritizing client relationships and understanding individual goals. Their team, led by experienced professionals, aims to provide customized strategies and comprehensive financial advice tailored to clients' needs. The firm's philosophy centers around UBS Wealth Way, which incorporates three key dimensions - Liquidity, Longevity, and Legacy - to help clients manage their wealth across different time frames. With a focus on long-term relationships and quality service, Newport Legacy Wealth Management is dedicated to helping clients confidently navigate their financial futures. Generated from the website

Newport Legacy Wealth Management, a division of UBS Financial Services Inc. in Newport Beach, CA, is dedicated to building lasting relationships through personalized financial advice that addresses clients' goals and concerns. Led by seasoned professionals, including Certified Financial Planner Douglas Cosgrove and Senior Registered Client Associate Jon T. Dunavold, the team brings decades of experience in wealth management to guide clients in organizing their financial lives. Adopting the UBS Wealth Way approach, the firm focuses on three key dimensions: Liquidity, Longevity, and Legacy, which together serve to enhance clients' wealth management strategies over various time frames. By emphasizing quality client service and the creation of customized financial strategies, Newport Legacy Wealth Management aims to become a trusted source of financial guidance for its clients. Generated from the website