Peggy Lea Godwin
Financial Advisor First Vice President-Wealth Management UBS Financial Services Inc.
- Role
- Financial Advisor, First Vice President - Wealth Management, Crpc at UBS
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Peggy Lea Godwin
Seasoned financial advisor with one primary purpose: To do the best investment planning possible for my clients, which is personally designed to meet their goals and dreams from the funds they have accumulated thru their hard work and dedication. Considerations: Risk tolerance level, time frame projected and overall goals for their various 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.**
Experience
Financial Advisor, First Vice President - Wealth Management, Crpc
May 2000 — Present · Houston, TX, US
Education
University of Tulsa
Bachelor of Science
1971 — 1974
Skills
- Series 7
- Crpc
- Wealth Management
- Investments
- Finance
- Mutual Funds
- Asset Allocation
- Series 63
- Alternative Investments
- Securities
- Retirement Planning
- Asset Management
- Investment Strategies
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