Michael Williams is a financial advisor at UBS Financial Services with Series 63 and Series 65 licenses and 46 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Rachel Berg is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has a diverse background that includes prior roles in education and the hospitality industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions to tailor strategies based on proprietary market research.

Samantha Pham is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and six years of industry experience. She has worked at UBS since 2019 and previously held positions at Walsh Paper Distribution, MUFG Union Bank, Panda Express, and California State University, Long Beach. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory services.

Jeffrey Nash is a financial advisor at UBS Financial Services in San Francisco, holding Series 63 and Series 65 designations with 42 years of industry experience. He has been with UBS since 1985. In addition to his advisory role, he serves as co-trustee of a decedent’s trust, where he reviews investments alongside his co-trustee to support the income beneficiary. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.