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Lee Mccarthy - UBS Financial Services Inc.

+1 (262) 794-0851
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17335 Golf Pkwy Ste 525
Brookfield, WI 53045
+1 (262) 794-0851
https://advisors.ubs.com
Visit our office today located in Brookfield, WI. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.
We can help you embrace your financial future

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Brookfield, WI Branch Office - UBS Financial Services Inc.

Brookfield, WI Branch Office - UBS Financial Services Inc.

UBS Financial Services Inc. is a leading financial services firm with a branch office located in Brookfield, WI. With a team of experienced professionals, they offer personalized financial advice and strategies tailored to meet the unique needs of their clients. Whether individuals are just starting out or planning for retirement, UBS is committed to helping them navigate their financial journey with confidence. Under the leadership of Bob Vasa, the Executive Director and Market Director, the Brookfield branch focuses on building lasting relationships with their clients through quality client service. With over 17 years of experience in the financial services industry, Bob and his team provide expertise in a wide range of financial products and services, including investment linked products, hedging, and trading. Their dedication to excellence and commitment to their clients' success make UBS Financial Services Inc. a trusted source of financial advice in the Brookfield area.Generated from the website
Paul Ramus - UBS Financial Services Inc.

Paul Ramus - UBS Financial Services Inc.

Paul Ramus - UBS Financial Services Inc. is a reputable financial advisory firm based in Brookfield, WI. With over 20 years of experience in the financial services industry, Paul Ramus specializes in retirement planning and the management of 401(k) plans. He offers personalized financial advice, portfolio management, and estate planning services to individual clients, while also providing retirement plan consulting services to companies, focusing on fiduciary risk management and educating plan participants on retirement readiness. Paul Ramus holds a Bachelor's Degree in Finance from the University of Wisconsin Whitewater and an MBA from the University of Wisconsin Milwaukee. He has earned various professional designations, including the Certified Retirement Plan Specialist (CRPS) designation and the Accredited Investment Fiduciary (AIF) designation. With his extensive knowledge and expertise, Paul Ramus helps clients navigate their financial goals and secure their financial future.Generated from the website
Bernadette Therese Lanser - UBS Financial Services Inc.

Bernadette Therese Lanser - UBS Financial Services Inc.

Bernadette Therese Lanser - UBS Financial Services Inc. is a wealth management firm located in Brookfield, WI. With over 20 years of experience, Bernadette Therese Lanser helps individuals and families maximize their current wealth and achieve their future financial goals through comprehensive strategies that address retirement planning, investment strategy, and estate planning. Bernadette Therese Lanser is a dedicated professional who believes in giving back to the community. She has been actively involved in volunteering for over ten years with the St. Ben's Community Meal Program, raising money for the program through various events, and serving meals to those in need in downtown Milwaukee. Bernadette is also a member of several organizations, including the Medical College of Wisconsin's Women in Science and the Marquette University Business Alumni Association.Generated from the website
United States›Wisconsin›Brookfield›Lee Mccarthy - UBS Financial Services Inc.

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