UBS Financial Service

Teresa Hart, CRPS is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Lake Oswego, OR. With over 25 years of experience, Teresa has built strong client relationships by providing consistent, compassionate, and sound financial advice. She holds the Chartered Retirement Plan Specialist designation and has completed various educational programs in finance. Teresa's global perspective, gained from her extensive travels around the world, allows her to understand and address the unique dreams and aspirations of her clients. Recognized for her expertise, Teresa has been named among Barron's Top 1,200 Financial Advisors and Forbes America's Top Women Wealth Advisors. She is also a part of Forbes' Best-in-State Wealth Management Teams and Best-in-State Women Wealth Advisors. With a commitment to understanding her clients' priorities and concerns, Teresa works collaboratively with them to create a comprehensive financial plan that helps them confidently pursue their life goals.Generated from the website

Located in the picturesque Lake Oswego, OR, Carl Johnsen-UBS Financial Services Inc offers expert financial planning services to help individuals navigate their wealth management journey with confidence. Nestled in this charming city, clients can expect personalized strategies tailored to their unique financial goals and aspirations. With a dedication to excellence, Carl Johnsen-UBS Financial Services Inc prides itself on providing comprehensive financial advice and guidance to empower clients in making informed decisions about their financial future. The serene backdrop of Lake Oswego sets the stage for thoughtful discussions and strategic planning sessions, ensuring that each client receives the attention and expertise they deserve. Generated using this place's available information