Kerry Kungel-UBS Financial Services Inc

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909 Poydras St Ste 2900
New Orleans, LA 70112
+1 (504) 595-5416
https://advisors.ubs.com

Kerry Kungel - UBS Financial Services Inc. is a wealth management firm located in New Orleans, LA. With a focus on insight-based advice, they strive to understand their clients' priorities and concerns in order to help them confidently pursue their life goals. Kerry Kungel, Vice President of Wealth Management, brings a wealth of knowledge and experience to the team, holding credentials such as CERTIFIED FINANCIAL PLANNER and Chartered Retirement Planning Counselor.

Backed by the strength of UBS, a global leader in wealth management with $3.9 trillion in invested assets globally, Kerry Kungel - UBS Financial Services Inc. offers investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. Their commitment to their clients' financial well-being is evident in their long history of guiding clients through various financial challenges and market opportunities, making them a trusted partner in achieving financial success.

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