LAS VEGAS–(BUSINESS WIRE)–Nov 11, 2022–
UBS Wealth Management USA today announced that Sara McCue has joined the firm as a Financial Advisor. She joins the UBS Desert Mountain Market, managed by Charles (Chuck) Powers, and is based in the Summerlin office.
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Sara McCue, UBS Financial Advisor (Photo: Business Wire)
“We are thrilled to welcome Sara to the team,” Powers said. “Her industry experience and dedication to her clients will be a great addition to our business, and we look forward to seeing her help us continue to expand our client offering in this key market.”
Sara manages $145 million in client assets for high net worth individuals and families. She focuses on providing clients with wealth management advice to meet their individual financial needs, including insurance and retirement planning, trust and estate services, and philanthropy.
Sara joins UBS from Merrill and brings over two decades of financial services experience. She began her career in 2002 as a fixed income analyst for Babson Capital, where she worked with institutional and ultra-high net worth clients, before joining State Street Bank as a private equity analyst. In 2006, Sara joined Morgan Stanley as a financial advisor, then joined Merrill in 2009. In 2014, Sara was the lead portfolio manager for a high net worth doctor clientele in Beverly Hills. She moved to Las Vegas in 2015 to be closer to her family and raise her two children.
Sara graduated magna cum laude with a degree in finance from Boston University School of Management and is a Chartered Financial Analyst.
Notes to Editors
About UBS
UBS brings together the global investment ecosystem, where people and ideas are connected and opportunities are realized, and provides advice and financial solutions to high net worth, institutional and corporate clients worldwide, as well as private clients in Swiss. UBS offers investment solutions, products and thought leadership, is the world’s leading wealth manager, provides diversified and large-scale asset management, focused investment banking capabilities and retail banking services and to businesses in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient, and have attractive long-term structural growth or profitability prospects.
UBS is present in all the major financial centers of the world. It has offices in more than 50 regions and sites, with approximately 30% of its employees working in the Americas, 29% in Switzerland, 20% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people worldwide. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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CONTACT: Media:
Christine Aquilina
KEYWORD: UNITED STATES NORTH AMERICA NEVADA
SECTOR KEYWORD: BANKING PROFESSIONAL SERVICES FINANCE
SOURCE: UBS
Copyright BusinessWire 2022.
PUBLISHED: 11/11/2022 12:31 PM / DISK: 11/11/2022 12:32 PM
Copyright BusinessWire 2022.