Santa Barbara, CA Branch Office - UBS Financial Services Inc.

UBS Financial Services Inc. is a leading wealth management firm with a branch office located in Santa Barbara, CA. They offer personalized financial planning services tailored to each client's unique needs and priorities, ensuring that their financial plan evolves with changing circumstances and new opportunities. With a commitment to quality client service, UBS aims to be the primary source of financial advice for individuals and families, building long-term relationships based on trust and expertise.

Under the leadership of Louis Skertich, the Executive Director and Branch Manager, the Santa Barbara office provides quality strategies customized to clients' needs. Louis brings extensive experience in the financial industry, having worked with reputable institutions such as Merrill Lynch and City National Bank. Supported by Lisa Monica, the Associate Director and Admin Manager, the team at UBS Santa Barbara is dedicated to delivering excellent client service and ensuring that clients' financial goals are pursued together.

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