Trevor Howard
Wealth Management | UBS Financial Services, Inc
- Role
- Financial Advisor at UBS
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Trevor Howard
My team at UBS has 100+ years of collective investment experience in guiding successful corporate executives and entrepreneurs through the complexities and opportunities that come with significant wealth creation. Whether you’re seeking us out to advise on managing the proceeds of a liquidity event, or need guidance developing a tax-efficient retirement income plan, we’ll deliver a disciplined strategy and dedicated service every step of the way. With extensive financial experience, we oversee the significant wealth of affluent individuals and families.Visit our website: 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
Jul 2022 — Present · San Diego, CA, US
Education
San Diego State University
Bachelor of Science
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