David Melby - UBS Financial Services Inc.
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UBS Financial Services Inc. is a prominent global wealth management firm with over 160 years of experience, dedicated to providing personalized financial guidance and strategies tailored to clients' diverse goals and aspirations. Their UBS Wealth Way approach emphasizes three core dimensions—Liquidity, Longevity, and Legacy—allowing clients to effectively manage their financial lives across different time frames.
With a substantial global footprint, serving clients across 51 countries, UBS is backed by the strength of its parent company, UBS AG, and has $6 trillion in invested assets. The firm focuses on fostering lasting relationships by understanding individual priorities and creating actionable plans to navigate various market opportunities and financial challenges.
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