Daniel C. M. Stern - UBS Financial Services Inc.

Bruzzone Silva Group - UBS Financial Services Inc. is a team of dedicated Financial Advisors based in Walnut Creek, CA. With over 30 years of experience managing client assets, their knowledgeable perspective, good judgment, and broad experience can help individuals and families organize their finances around their short-term needs, longer-term goals, and future generations. They provide quality strategies customized to each client's needs and aim to be their primary source of financial advice. Led by John Bruzzone, a Senior Vice President - Wealth Management, Portfolio Manager, and Julie Choy, a First Vice President - Wealth Management, Senior Portfolio Manager, the team is committed to developing long-term relationships through a commitment to quality client service. Danelle Heal, a Senior Registered Client Service Associate, with 30 years of experience in the financial services industry, assists clients with any concerns they may have. Located in Walnut Creek, CA, Bruzzone Silva Group serves clients in various states across the country.Generated from the website

Visit our office today located in Walnut Creek, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Visit our office today located in Walnut Creek, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.