Generational Private Wealth Partners-UBS Financial Services

Visit our office today located in Plano, TX. 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.

UBS is one of the world s leading financial firms that specializes in investment banking and securities. It is one of the largest global wealth and asset managers. With headquarters in Zurich and Basel, Switzerland, the firm operates offices in more than 50 countries and employs a work force of over 80,000 employees. It is the market leader in retail and commercial banking in Switzerland. UBS offers investment management solutions to private, institutional and corporate clients. The firm s investment capabilities include traditional assets, including equities, fixed income and asset allocation, as well as alternative and quantitative investments and real estate. It also provides security products and research in equities, fixed income, rates, foreign exchange, energy and metals. The firm additionally supports a range of cultural, art, music and sports events, such as UEFA EURO 2008, THE PLAYERS Championship and Boston Symphony Orchestra. UBS maintains a location in Addison, Texas.

Loren Koziol is a Vice President and Financial Advisor at UBS Financial Services Inc in Plano, TX, with a focus on helping clients navigate market volatility and economic challenges since 2005. He emphasizes asset allocation and total portfolio management, particularly in the realm of retirement income planning, drawing on his educational background in management from Texas Tech University. UBS Financial Services Inc offers a comprehensive wealth management approach known as UBS Wealth Way, which incorporates strategies centered around liquidity, longevity, and legacy to assist clients in achieving their financial goals. With a global presence and over 160 years of experience, UBS is committed to providing expert guidance to clients as they pursue their wealth management needs amidst changing market conditions. Generated from the website