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NEWPORT BEACH, Calif.–(BUSINESS WIRE)–Dec 19, 2022–
UBS Wealth Administration USA at this time introduced that Monetary Advisor and Managing Director Garth Allan has joined the agency in Newport Seaside, California. Garth can be joined by Senior Registered Consumer Service Affiliate Catherine Rusk.
“Garth and Catherine are an incredible addition to our group, and we’re thrilled to welcome them to the workplace right here in Newport,” mentioned Justin Body, Southern California Market Head and Newport Seaside Department Supervisor at UBS Wealth Administration USA. “With their expertise, integrity and collaborative philosophies, we’re assured they may assist convey to bear the total breadth of UBS’s world providing to purchasers.”
In his follow, Garth Allan, AAMS®, RMA® focuses on delivering customized funding planning and complete wealth administration recommendation to excessive web price and ultra-high web price purchasers. He has adopted a group method in offering funding schooling to enterprise homeowners and their households, specializing in retirement planning and rising earnings methods in addition to property planning methods and wealth switch concerns.
Garth joins UBS from Wells Fargo the place he served as a Monetary Advisor in Orange County for greater than 11 years. Beforehand, he was a monetary advisor with Edward Jones for 4 years. In 2010, he earned the Accredited Asset Administration Specialist designation (AAMS) from the Faculty of Monetary Planning and not too long ago earned the designation of Retirement Administration Advisor (RMA) from the Investments and Wealth Institute. At present, Garth is enrolled within the Licensed Personal Wealth Advisor (CPWA) designation program with Yale College of Administration. A local of British Columbia, he studied economics and advertising and marketing at Vancouver Island College.
Catherine Rusk has labored with Garth Allan for 10 years, in a profession spanning greater than 20 years within the monetary trade. As a Senior Registered Consumer Service Affiliate, she has a deep information and dedication to customer support, helping purchasers with all kinds of wants and the very best degree of private service and integrity with a aim to exceed shopper expectations.
A Pasadena native, Catherine at the moment resides in Orange County. Away from the workplace, she has a ardour for portray, bike using, and her canine, however principally she enjoys spending high quality time together with her three daughters and three grandchildren.
Notes to Editors
About UBS
UBS convenes the worldwide ecosystem for investing, the place individuals and concepts are related and alternatives delivered to life, and offers monetary recommendation and options to rich, institutional and company purchasers worldwide, in addition to to non-public purchasers in Switzerland. UBS gives funding options, merchandise and impactful thought management, is the main world wealth supervisor, offers large-scale and diversified asset administration, targeted funding banking capabilities, and private and company banking companies in Switzerland. The agency focuses on companies which have a powerful aggressive place of their goal markets, are capital environment friendly and have a sexy long-term structural development or profitability outlook.
UBS is current in all main monetary facilities worldwide. It has workplaces in additional than 50 areas and areas, with about 30% of its workers working within the Americas, 29% in Switzerland, 20% in the remainder of Europe, the Center East and Africa and 21% in Asia Pacific. UBS Group AG employs greater than 72,000 individuals all over the world. Its shares are listed on the SIX Swiss Change and the New York Inventory Change (NYSE).
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KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA
INDUSTRY KEYWORD: LEGAL PERSONAL FINANCE INSURANCE FINANCE CONSULTING ACCOUNTING PROFESSIONAL SERVICES SMALL BUSINESS ASSET MANAGEMENT
SOURCE: UBS
Copyright Enterprise Wire 2022.
PUB: 12/19/2022 03:47 PM/DISC: 12/19/2022 03:47 PM
Copyright Enterprise Wire 2022.
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