The Phillips Hayes Davis Group - UBS Financial Services Inc.

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2000 Avenue of the Stars Fl 12
Los Angeles, CA 90067
+1 (310) 734-2381
https://advisors.ubs.com

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.

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