Steven Wagner - UBS Financial Services Inc.

UBS Financial Services Inc. in New York, NY is a global financial services firm that offers strategic solutions for private wealth management. With a focus on personalized plans, their team of experienced advisors helps clients address every dimension of their financial life, including investments, business, and legacy goals. Through their UBS Wealth Way approach, they assist clients in exploring and pursuing their wealth management needs and goals over different time frames.

Steven Wagner, an Executive Director at UBS Financial Services, brings 30 years of financial services experience to his role as a Private Wealth Advisor. He specializes in integrating corporate and personal finances with wealth transfer and business succession strategies for a diverse client base. With a focus on ultra-high net worth clients, Steven provides customized strategies, asset allocation, and securities-backed portfolios, along with assistance in wealth planning, trust and estate planning, insurance needs, and philanthropic giving strategies.

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