Mario Lepore II, CRPS - UBS Financial Services Inc.

Visit our office today located in Troy, MI. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Dana Sorensen - UBS Financial Services Inc. is a leading wealth management firm based in Birmingham, MI. With a focus on liquidity management and a global footprint spanning 51 countries, they offer investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. Backed by the strength of UBS, a world-leading wealth manager with $3.9 trillion in invested assets globally, they provide clients with comprehensive financial solutions to help them confidently pursue their life goals. With over 160 years of experience, Dana Sorensen - UBS Financial Services Inc. has demonstrated resilience and leadership in guiding clients through various financial challenges and market opportunities. Their formal integration with Credit Suisse further strengthens their position in the industry, offering unprecedented support for clients' financial goals. As a trusted partner, they help clients navigate the ever-changing economic and political landscape, providing personalized plans, balance, and discipline to adapt to the new world.Generated from the website