Michele McCallion Appointed Financial Advisor at UBS 1285 Avenue of the Americas Private Wealth Management Office in New York
McCallion provides clarity and vision to highly affluent individuals and families who have complex financial needs. With more than 30 years of experience, she helps clients build upon their success, prudently managing their assets with comprehensive wealth management. Her expertise includes investment research, portfolio modeling, retirement planning and estate and legacy planning strategies. As the steward of her clients’ wealth, McCallion brings a deep personal commitment to each client relationship and she currently manages $391mm in assets.
"On behalf of the entire UBS team, we are excited to welcome Michele to our firm. Her passion and drive to deliver excellent service to help clients' pursue their goals, means there is no doubt that our highest expectations will be exceeded," said
McCallion is adept at streamlining her clients’ finances and simplifying their lives to enable them to spend time on what they most enjoy. In addition to being a trusted advisor to generations of families, McCallion's clients also include entrepreneurs and executives of public companies, for whom she develops risk management strategies for concentrated stock positions. Additionally, she provides personalized financial guidance to women in life transitions, such as a career change, loss of a spouse, and divorce, helping them to maintain financial security.
A graduate of
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in
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