Lisanne Glew
Financial Advisor - Wealth Management, Accredited Wealth Management Advisor(R) @UBS
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WORK HISTORY
Financial Advisor - Wealth Management, Accredited Wealth Management Advisor(R) @UBS
Dallas-Fort Worth, TX, US
My team of professionals distinguishes itself with both financial experience and personal service. In our financial planning and wealth management practice, we work in partnership with our executive, entrepreneur and board director clients and their families to preserve and grow their wealth using a comprehensive financial planning process that integrates executive benefits and employer sponsored plans.Whatever the opportunities or concerns you are facing, we can help you to think clearly about your money and create a comprehensive financial plan to address your important priorities.As the world\'s largest wealth manager, UBS is strongly positioned to address the realities of the global economy and our client\'s sophisticated needs. Our team accesses the deep resources and wealth management expertise of the firm to deliver the trusted financial advice our clients seek to confidently move forward.
EDUCATION
York University - Osgoode Hall Law School
Law
Accredited Wealth Management Advisor
Wealth Management
University of Toronto - MBA Rotman School of Management
MBA
ABOUT LISANNE GLEW
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