Max Severo

The Phillips Hayes Davis Group - UBS Financial Services Inc. in Newport Beach, CA, specializes in providing customized wealth management strategies and financial planning services. With a commitment to understanding clients' priorities and concerns, the team strives to build lasting relationships while guiding individuals toward their financial goals. Led by experienced professionals, including Senior Vice President Douglas Cosgrove and Senior Registered Client Associate Jon T. Dunavold, the group leverages a holistic approach called UBS Wealth Way, focusing on three key dimensions: Liquidity, Longevity, and Legacy. By offering tailored advice and valuing personalized assistance, they aim to support clients in navigating their financial landscape effectively. Generated from the website

Rockefeller Capital Management is a financial services firm based in Los Angeles, CA, specializing in wealth management and investment advisory services for high-net-worth individuals and families. With a focus on personalized financial planning and strategic investment solutions, the firm aims to help clients achieve their long-term financial goals and preserve their wealth for future generations. Generated from their business information

Visit our office today located in Los Angeles, 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.