Allen McNeal - UBS Financial Services Inc.

Teresa Dahl, CPWA is a Senior Vice President Wealth Management Financial Advisor at UBS Financial Services Inc. in Salt Lake City, UT. With over 20 years of experience, Teresa provides customized financial planning and wealth management services that go beyond investments to encompass all aspects of her clients' financial lives. Her expertise lies in wealth preservation strategies and meaningful investments, and she takes a personalized approach by developing tailored financial plans based on her clients' needs and goals. Teresa is known for her empathetic personality, strong organizational skills, and ability to listen attentively to her clients. She holds various FINRA registrations and has earned the prestigious Certified Private Wealth Advisor designation. In addition to her professional work, Teresa is actively involved in serving the community through her involvement in non-profit organizations and volunteering.Generated from the website

Located in Salt Lake City, UBS Financial Services Inc. offers customized wealth management strategies tailored to individual client needs, fostering long-term relationships through attentive client service. With a focus on understanding clients' priorities and financial goals, the firm employs its UBS Wealth Way approach, which encompasses the key dimensions of Liquidity, Longevity, and Legacy. Backed by the strength of UBS AG, a leading global wealth manager with over 160 years of experience, the company is committed to guiding clients through various market opportunities and challenges. By providing insightful advice and a comprehensive understanding of financial landscapes, UBS Financial Services Inc. helps clients confidently pursue their life goals. Generated from the website

Sage Partners, a division of UBS Financial Services Inc. in Salt Lake City, UT, is a leading provider of strategic wealth management solutions for high net worth individuals and families. With decades of collective experience and access to the extensive resources of UBS, one of the world's largest wealth managers, Sage Partners offers bespoke advice and solutions tailored to clients' financial goals and passions. Their comprehensive approach and deep understanding of the opportunities and challenges faced by affluent individuals and families allow them to address any complex issue that may arise, while providing guidance and support throughout the wealth journey. Recognized as an industry leader, Sage Partners adopts a family office-like approach, bringing integrity, passion, and strategic thinking to their relationships with clients. Their team, led by Michael Peirce, CFP, CIMA, focuses on delivering exceptional service and exceeding client expectations. Whether it's day-to-day financial management or life-changing decisions, Sage Partners is committed to providing the expertise and support needed to help clients navigate their wealth journey with confidence.Generated from the website