As a Financial Advisor at UBS Private Wealth Management, I provide customized investment, asset allocation and wealth planning advice to individuals and families as well as trusts, businesses, estates, foundations and endowments. My clients are often self-made and entrepreneurial, with primary goals that include wealth preservation, legacy planning, and ensuring they are responsible stewards of their assets. To support my clients in achieving their meaningful goals, I partner with them and their professional advisors on complex wealth transfers, liquidity events, tax and estate planning, and diversifying concentrated equity positions. /*********/ **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.** 