";s:4:"text";s:10010:" 480-443-5482, Online Services (US Client Account Access). UBS assumes no responsibility for any loss or damage resulting from the use of e-mails. Soon after her arrival in Arizona she joined the firm where she has stayed the duration of her career. Sommer spends her weekends with her husband, son, and large extended family. As active board members and philanthropists ourselves, our team truly understands what not-for-profit organizations need to succeed today. She graduated from the University of Bath with First Class Honours reading Natural Sciences, and she majored in Environmental Studies. Registered States: Gabriel Iglesias Specials 2020, Senior Portfolio Manager By providing your telephone number and/or e-mail address above you expressly approve UBS contacting you via telephone and/or via unsecured e-mail. Outside of work, Adam enjoys spending time with his family and friends, volunteering with various nonprofit organizations, hiking, and reading. AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MO, NC, NJ, NM, NV, NY, OR, PA, RI, TN, TX, VA, VT, WA, WI, Wealth Strategy Associate Sustainable investing: Our sustainable investing portfolio makes it easy to get started. They enjoy visiting their grandchildren in Hawaii and California. We're here to help you. During her spare time, she volunteers with the Bridge Academy reading club, where she helps Year 7 students improve their reading skills. You will combine your understanding of clients’ needs with our worldwide resources to create solutions that help our clients reach their financial goals and are suitable to their circumstances – contributing both to their and your success. He has particular expertise in the sustainable and impact investing space and has been a client advisor since 2017, advising clients on portfolio construction, investment and liability matching. Executive Director An Edinburgh University alumni, Graeme grew up in Glasgow. Wealth AdvisorCorporate Stock Benefit Consultant Scott holds the title of Corporate Stock Benefit Consultant and completed the UBS Wealth Management Education program and was honored to be a member of the UBS Financial Advisors Leaders' Forum in 2012. One of our client advisors will contact you soon. UBS recommends in particular that you do not send any sensitive information, that you do not include details of the previous message in any reply, and that you enter e-mail addresses manually every time you write an e-mail. 212-309-3371. 480-443-5466. Miranda Richards Head of Charities Team at UBS Wealth Management, Experienced Charity Trustee and Board member . Robin is an active supporter of community philanthropic programs and outside the office she enjoys spending time with friends and family. This may take up to 10 seconds. You are free to change your cookies' settings in the privacy settings. A key focus for many of our clients includes a thoughtful asset protection strategy and financial plan to help ensure those assets are preserved in a tax efficient manner and transferred to future generations according to our clients' wishes. To us, our early involvement in the process enables us to deliver all of the resources that can help you achieve your business, wealth preservation and legacy goals. 480-443-5424. An Edinburgh University alumni, Graeme grew up in Glasgow. The price and value of investments and income derived from them can go down as well as up. Our goal is to help you protect and preserve your wealth; this may be from the proceeds generated by your business interests or from lifetime liquidity events. The UBS Client Experience is based on a trusting, long-term relationship built on objective advice and customized products and services. If you continue to experience problems, please reload the page and try again. Ched School Calendar 2019 To 2020 Philippines, There are 30+ professionals named "Miranda Richards", who use LinkedIn to exchange information, ideas, and opportunities. UBS recommends in particular that you do not send any sensitive information, that you do not include details of the previous message in any reply, and that you enter e-mail addresses manually every time you write an e-mail. Financial Advisor Corvette Tickets, Discover everything we have to offer. Richard earned his B.S. He has run mentoring schemes for schools in the Newham area and is currently involved in volunteering with the Bridge Academy in connection with music and geography field trips. More branches and offices in Asia Pacific, More branches and offices in Middle East Africa, More branches and offices in Latin America, UBS E-banking and online services Switzerland, Business Management, Administration and Support. Prior to becoming involved in Wealth Management, Neil spent 25 years in Health Care as a CFO, COO, and CEO. This may take up to 10 seconds. Miranda has 5 jobs listed on their profile. Financial Advisor View Miranda Richards’ profile on LinkedIn, the world's largest professional community. Senior Vice President - Wealth Management Registered States: 480-443-5472. He enjoys spending time with his family, traveling, and reading. Miranda has 1 job listed on their profile. Our specialists are ready to advise you in various regions across the UK. She’s a Chartered Accountant (ACA) and spent two years as a client advisor assistant at UBS, where she obtained the Investment Advice Diploma. Professor Paul Palmer, Associate Dean at Cass Business School, offers advice on charity governance to our clients free of charge. Registered States: View Miranda Richards’ profile on LinkedIn, the world's largest professional community. Prior to joining UBS in 2018, Adam was an analyst in J.P. Morgan's Private Bank, where he worked with advisors to provide wealth management solutions for high-net worth clients. But more importantly, we see ourselves as facilitators and caring advocates who believe in the power of the private sector to solve world problems. Cash management: Get access to a third-party cash management deposit service via a range of external providers. Registered States: War Of The Ring: Lords Of Middle-earth, Registered States: Borrowing: Use the assets in your portfolio as collateral and have a flexible source of liquidity. It is important to Robin to practice a personalized approach customizing the educational, retirement, estate, multi-generational planning and legacy planning to each of her client's needs. And you'll find UBS at the forefront of new product and service developments in the industry, and will work with state-of-the-art tools which will support and facilitate your daily tasks. Sommer currently holds the Series 7 and 66 securities licenses. In addition, we provide trustee training. We view ourselves as your allies and partners. CERTIFIED FINANCIAL PLANNER™ Financial Advisor 3 'Introducing the Impact Investing Benchmark', Global Impact Investing Network and Cambridge Associates, 2015. Richard relocated to Arizona from NYC in 2005 and resides in Paradise Valley AZ, with his wife Dr. Wendy Miller-Schneider and their two children. We're much more than just an investment manager. Tom is a Certified Green Finance Professional, holds the Investment Advice Diploma and graduated from Trinity College, Cambridge with degree in Geography. In 2019, Graeme decided to move back to Edinburgh and shift focus to private clients. In his spare time, Graeme volunteers as a corporate mentor for Into University, a charity supporting disadvantaged Year 13 first-generation university applicants as they prepare for higher education. Auberge Saint-antoine Restaurant, She graduated from the University of Bath with First Class Honours reading Natural Sciences, and she majored in Environmental Studies. +41442221133), South Georgia and the South Sandwich Islands. Scott currently serves as the Audit Chair for Don't Ever Give Up for the V Foundation for Cancer Research as well as sitting on the Board of Directors for Catholic Charities of Phoenix. 480-443-5409. decree in Accounting at the University of Idaho and his Graduate MPH degree from Loma Linda University, School of Public Health. This website uses cookies to make sure you get the best experience on our website. You will combine your understanding of clients’ needs with our worldwide resources to create solutions that help our clients reach their financial goals and are suitable to their circumstances – contributing both to their and your success. Scott has been with UBS for over ten years, having started as an intern while in college. Miranda Richards. AZ, CA, MA, Senior Registered Client Service Associate in Accounting from Fairleigh Dickinson University in Hackensack, NJ. 100 South East Second Street Ste 2400 Miami, FL 33131 305-536-9350, 401 East Las Olas Blvd Ste 2300, Las Olas Centre Ft. Lauderdale, FL 33301 954-527-6310, Online Services (US Client Account Access), Investment and Spending Policy development and review, Manager/fund due diligence, research and selection, Asset allocation, strategic rebalancing/tactical positioning, Ongoing consulting, monitoring and reporting, Formalize and implement an investment policy statement, Review the investment process and maintain appropriate documentation, Facilitate communication and provide education. View Miranda Richards’ profile on LinkedIn, the world's largest professional community. In today's economy, good financial advice is critical. View Miranda Richards’ profile on LinkedIn, the world's largest professional community. 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