88 Peaks Advisory - UBS Financial Services Inc.

Rebecca Sorensen, CFP, CIMA, is a Senior Vice President in Wealth Management at UBS Financial Services Inc., located in Birmingham, MI. With a commitment to helping clients navigate the complexities of today's financial landscape, her team focuses on organizing finances around short-term needs, long-term goals, and generational visions. Recognized for her expertise, Rebecca has received multiple accolades from Forbes, including being named among America's Top Women Wealth Advisors and Best in State Wealth Advisors. Her approach, known as the UBS Wealth Way, emphasizes liquidity, longevity, and legacy, guiding clients in exploring and pursuing their wealth management objectives. Generated from the website

Shaw Miller Wealth Management Group - UBS Financial Services Inc. is located in Birmingham, MI, and ensures tailored financial planning that adapts to the unique goals and priorities of its clients. With over 13 years of experience, Senior Vice President Andy Bocknek is devoted to offering comprehensive wealth management services and overcoming financial challenges. The firm has garnered recognition for its excellence, having multiple accolades from Forbes, including honors as one of America's Top Next-Gen Wealth Advisors. Shaw Miller Wealth Management Group specializes in a range of financial services, blending qualitative research with complex insurance strategies and municipal bond management. Generated from the website