UBS Financial Services

About UBS Financial Services

At UBS, we offer a customized approach to wealth management, built on a personal relationship and shaped by an understanding of each individual client's needs and aspirations. To help manage client wealth, we harness the advisory and investment capabilities of the world’s largest wealth management firm on our client's behalf.

Current and future assets can be analyzed, liabilities weighed and estate planning strategies implemented. Then, we offer periodic reviews to determine if the client's investment strategy remains aligned with his or her goals, and proactively propose and implement solutions.



June 2021 Walnut Creek, CA
“I like that it was a mix of learning and working, and I like that I can go full time over the summers and still work part time from Nashville during the school year.”

Investment Banking Analyst Intern

July 2021 - September 2021 Tokyo, Tokyo Prefecture
“It was very exciting to be in such a turbulent environment. Even though I didn’t have much knowledge and experience in finance(I’m not even a finance major), I was asked to do a lot of work that I would never do if I didn’t intern here. The tasks that I was given were challenging, but there was always someone that I could ask.”
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