Ragan Earl DeFreese - UBS Financial Services Inc.
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UBS Financial Services Inc. is a leading global wealth management firm that has been serving clients for over 160 years, guiding them through a diverse range of market opportunities and financial challenges. With a focus on building lasting relationships through understanding client priorities, UBS employs its UBS Wealth Way approach to address key financial dimensions: Liquidity, Longevity, and Legacy.
Backed by UBS AG and managing assets worth $6 trillion across 51 countries, UBS demonstrates resilience and expertise in the wealth management sector. The firm is committed to supporting local communities, as evidenced by its philanthropic initiatives through the UBS Optimus Foundation, further solidifying its role as a trusted partner in financial success.
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