LAS VEGAS–(BUSINESS WIRE)–UBS Wealth Management USA today announced the arrival of Sara McCue as Financial Advisor. She joins the UBS Desert Mountain Market, managed by Charles (Chuck) Powers, and is based in the Summerlin office.
“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
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