Lee Mccarthy - UBS Financial Services Inc.

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17335 Golf Pkwy Ste 525
Brookfield, WI 53045
+1 (262) 794-0851
https://advisors.ubs.com

Lee McCarthy - UBS Financial Services Inc. is a reputable financial advisory firm located in Brookfield, WI. With over 15 years of experience in the financial services industry, Lee McCarthy offers personalized financial planning and wealth management services to clients, guiding them through major life events and helping them preserve and pass on their wealth. Lee holds various securities licenses and is working towards becoming a Certified Financial Planner, ensuring that clients receive expert advice and guidance. Outside of work, Lee enjoys golfing, running, and spending time with his family.

Backed by the strength of UBS, a global leader in wealth management with $5 trillion in invested assets globally, Lee McCarthy - UBS Financial Services Inc. is committed to understanding each client's unique financial goals and crafting tailored solutions. Their comprehensive approach to financial planning goes beyond investments, encompassing all aspects of clients' financial lives. With a focus on liquidity management and a team of experienced professionals, Lee McCarthy - UBS Financial Services Inc. provides clients with the expertise and support they need to turn their financial vision into a reality.

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