Peter Y. Choy
- Role
- Senior Vice President- Wealth Management, Aif, Crpc, Crps, Rpc, Senior Portfolio Manager at UBS
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Peter Y. Choy
My role as a Managing Director with UBS Financial Services is to provide a comprehensive…
Experience
Senior Vice President- Wealth Management, Aif, Crpc, Crps, Rpc, Senior Portfolio Manager
Jul 2015 — Present
As Senior Vice President- Wealth Management at UBS Financial Services and Managing Partner of The Choy Group, my team and I have successfully transitioned 125% of our former practices within four months of joining UBS (far outpacing standard transition rate of 60-70%). The trust demonstrated by the loyalty of our clientele is a result of our team\'s daily practice to implement comprehensive wealth management planning with the highest level of integrity, compassion and respect for our clients\' personal aspirations and short and long term financial goals. With nearly $500MM under management, I deliver customized financial planning, portfolio management and critical retirement strategies to help my clients save and invest for their future so they may continue to build their family\'s legacy. Additionally, I have earned certifications as an AIF®, CRPC®, and CRPS® in order to provide an added level of service that enables me to assume a fiduciary role in the implementation and management of qualified plans.
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