James M. Lyon, CFA - UBS Financial Services Inc.

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

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

Christopher Louis George, CIMA - UBS Financial Services Inc. in Westlake Village, CA, is committed to fostering lasting relationships with clients by prioritizing their needs and concerns while guiding them toward achieving their financial goals. The firm's approach, known as UBS Wealth Way, emphasizes three key dimensions: Liquidity, Longevity, and Legacy, allowing clients to effectively manage their wealth strategies over various time frames. With recognition as one of Forbes' Best-in-State Wealth Advisors for 2024 and 2025, the firm benefits from its considerable expertise backed by UBS's long-standing reputation as a leading global wealth manager. Their proactive involvement with community initiatives, such as the Texas flood relief efforts through the UBS Optimus Foundation, showcases their commitment to making a positive impact beyond financial services. Generated from the website