Christopher Louis George, CIMA - UBS Financial Services Inc.

Narayan Pallavur, a Vice President and Financial Advisor at UBS Financial Services Inc. in Westlake Village, CA, specializes in providing comprehensive wealth management services to high-net-worth individuals, families of multigenerational wealth, and business owners. With a focus on estate and trust planning, tax planning, and exit planning, he collaborates with clients and their trusted advisors to develop customized strategies that prioritize wealth accumulation, preservation, and transfer. With over 25 years of experience in the financial services industry, Narayan is a Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), and Certified Investment Management Analyst (CIMA). He emphasizes the importance of understanding clients' goals and concerns, fostering meaningful relationships built on transparency and trust to help clients confidently pursue their financial aspirations. Generated from the website

UBS Financial Services Inc. in Westlake Village, CA, provides comprehensive wealth management services through a global platform, assisting clients in navigating market opportunities and financial challenges for over 160 years. Through a partnership approach, they prioritize client relationships by understanding individual goals and employing the UBS Wealth Way framework, which emphasizes Liquidity, Longevity, and Legacy in financial planning. Recognized for excellence, Senior Vice President Mark Gregory has earned accolades as a Forbes Best-in-State Wealth Advisor for both 2024 and 2025, highlighting a commitment to high-quality investment advice. UBS continues to strengthen its position in the wealth management sector with a focus on crafting personalized strategies designed to foster long-term success for its clients. Generated from the website

Mark Gregory is a Senior Vice President and Wealth Management Financial Advisor at UBS Financial Services Inc., leveraging his extensive experience to assist clients in defining and achieving their long-term financial goals. His approach is centered on individual client priorities, employing strategies such as the UBS Wealth Way, which focuses on liquidity, longevity, and legacy to structure each client's financial planning. UBS has established itself as a leader in global wealth management, boasting over 160 years of expertise and a robust network across 51 countries. The firm is dedicated to building lasting relationships with clients while providing insights and resources designed to navigate complex market environments and address diverse financial challenges. Generated from the website