Frederickson Capital Management - UBS Financial Services Inc.

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750 University Ave Ste 250
Los Gatos, CA 95032
+1 (408) 918-8029
https://advisors.ubs.com

Frederickson Capital Management at UBS Financial Services Inc. in Los Gatos, CA, focuses on building lasting relationships with clients by providing insight-based financial advice tailored to individual goals and needs. Their mission centers on delivering quality strategies and a dedication to long-term relationship-building through outstanding client service.

The experienced team, including Senior Vice President Douglas Cosgrove and Senior Registered Client Associate Jon T. Dunavold, combines industry expertise with personalized approaches to guide clients in their financial journeys. Utilizing the UBS Wealth Way framework, they emphasize three key dimensions—Liquidity, Longevity, and Legacy—to help clients effectively organize their financial lives for both short-term and long-term success.

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