Luke Ervin
Managing Director - Wealth Management, Usa Financial Advisor @UBS
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WORK HISTORY
Managing Director - Wealth Management, Usa Financial Advisor @UBS
Del Mar, CA, US
The Mission Family & Business at UBS oversees the financial affairs for a select group of Business Owners/Entrepreneurs, Corporate Executives, Professionals, their families and businesses in/around the San Diego area.
EDUCATION
UC San Diego - Beyster Institute
Completion, Training to be an ESOP Professional
Appalachian State University
Bachelor of Science Businss Administration, Marketing, Information Systems, International Business
SKILLS
ABOUT LUKE ERVIN
Leading the Mission Family & Business Group at UBS, I oversee the financial affairs for a select group of Business Owners/Entrepreneurs, Corporate Executives, Professionals, and their families and businesses in/around the San Diego area. For nearly two decades I have focused on helping my clients achieve their financial goals using a comprehensive, disciplined, Wealth Management process.My specialties include:*Financial/Retirement Planning*Customized Portfolio Management*Guiding Business Owners/Entrepreneurs through the various stages of their company\'s lifecycle including Exit Planning, by bringing in resources within UBS and outside trusted advisors in a collaborative effort*Corporate services including 401(k), cash management, and equity compensation plansWhen I am not working, I enjoy fitness, surfing, tennis, and boxing. My wife, Greta, and I live in Mission Hills with our loving children, Era & Mac, our three French Bulldogs - Louie, Teddy, & Clyde, and our family cat, Mia.I welcome a connection if you are:*Seeking a holistic and trusted Financial Advisor for your family\'s Wealth Management needs*A Business Owner looking for help within both your personal and business\' Financial Plans*A Corporate Executive with Concentrated Stock exposure*A CPA, Attorney, or other Advisor interested in providing a comprehensive Wealth Management resource for your High Net Worth are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
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