Claire has been with UBS since June 2012. She then works with her colleagues to customize solutions designed to address each client's unique needs in the areas of wealth enhancement, wealth transfer, wealth protection and, where applicable, charitable giving. Together with her team, Claire engages each client in a multi-step consultative wealth management process that begins with a thorough discovery interview focused on understanding her client's values and goals as well as additional information that forms the basis for a financial plan. Claire has been guiding successful individuals and families to make smart financial decisions since 1984.
