Eugene, OR Country Club Rd Office
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UBS Financial Services
Institution
Firm-wide stats for UBS Financial Services
About
UBS Financial Services Inc. serves individual, corporate and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non‑discretionary portfolio management, wrap fee programs and distribution of mutual funds and alternative products. The firm is registered as a broker‑dealer, an investment adviser and a futures commission merchant and also provides custody, underwriting and other capital markets services through its platform.
Advisory work is delivered through a network of Financial Advisors who use proprietary capital market assumptions, model-based asset allocations and research from the Chief Investment Office and UBS Global Research (INV Research) to tailor plans and probabilistic analyses to clients’ stated goals and risk tolerances. When engaged for fee‑based Financial Planning Services the firm acts in a fiduciary capacity and discloses and monitors relevant conflicts such as revenue sharing, sweep arrangements and the firm’s trading practices.
Compared with many peers, UBS combines institutional trading capabilities with wealth management services: it operates as a futures commission merchant, conducts principal trading and market‑making (including markups/markdowns and underwriting activity) and uses internal pricing practices that are less common among large advisory institutions. The firm also distributes proprietary periodic research and maintains affiliated banking and securities‑backed lending programs and data‑analytics (Strategic Insights) arrangements with product providers, all of which broaden its service set and are disclosed in its Form ADV.
Based on UBS Financial Services
Expertise
Based on UBS Financial Services
Location
450 Country Club Rd, Suite 340
Eugene OR 97401
Advisors at this office
3
Advisors at this office
Tina M
Series 63, Series 65
Eugene, OR
UBS Financial Services
Tina Murray Collins is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets services through an extensive network of financial advisors. The firm integrates proprietary research and institutional trading capabilities to tailor investment strategies to clients' goals and risk tolerance.
Gregory W
CFP®, Series 66
Eugene, OR
UBS Financial Services
Gregory Wooten is a CFP® and holds a Series 66 license, with 22 years of experience in the financial services industry. He has worked at UBS Financial Services since 2020, following roles at Bank of America and Merrill. He is based in Eugene, OR. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary market research to tailor investment plans to clients’ goals and risk tolerances.
De Anna P
Series 66
Eugene, OR
UBS Financial Services
De Anna Petersen is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked for over two decades at Man Data Inc dba Pacific Coast Credit. Outside of her advisory role, she serves as an officer and secretary for a property cleanup business operated by her husband. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans aligned with clients’ goals and risk tolerances.
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