Salvatore Sam Mineo
Senior Vice President at UBS Financial Services Inc.
- Role
- Senior Vice President at UBS
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
About Salvatore Sam Mineo
These are the comments of this employee only, and not of UBS…
Experience
Senior Vice President
Mar 2014 — Present · Las Vegas, NV, US
By joining UBS Financial Services as Senior Vice President, I offer strategic business transition, financial planning and retirement investing services to high net worth business owners, executives and individuals. At MPI Wealth Management, my business partners and I offer over 50 years of combined experience in investment banking, business planning and wealth management. We have found our greatest strength exists in advising business owners looking to profitably transition their business and protect asset growth. Both my business partner and I earned the CEPA® certification which enables us to optimize our process as to how we advise business owners and integrate exit strategies into their business and personal financial goals. We aim to make a lasting difference in the lives of our clients by offering a highly customized approach to investment planning together with the specialized tools and resources they need to make educated business planning decisions and sustainably preserve and grow their wealth.
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