Meredith Trautschold

Financial Advisor, CERTIFIED FINANCIAL PLANNER(TM), at UBS Financial Services Inc.

Role: Financial Advisor at 瑞銀環球資產管理
Location: Chattanooga, TN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Meredith Trautschold

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Experience

Financial Advisor
瑞銀環球資產管理
Sep 2010 — Present · Chattanooga, TN, US
Financial Planning and Wealth Management for Affluent Individuals, Families and Institutions

Education

University of Tennessee-Knoxville
Bachelor of Science and Business Admin
2005 — 2009

Skills

Fixed Income
Charitable Planning
Wealth Management
Equities
Retirement Planning
Strategic Financial Planning

Contact information

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Work email
•••••@ubs.com
Personal email
•••••@•••••.com
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Current company

瑞银集团

Financial Services · 117K employees · Founded 1862

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company. With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.* * Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal

ubs.com

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About Meredith Trautschold

Experience

Financial Advisor

Education

University of Tennessee-Knoxville

Skills

Find verified contacts for anyone on LinkedIn