Larkspur, CA Office

Team
Updated today

Client AUM

$761,713,741,255

Clients

1,098,059

Advisors

2

Of 9,322 advisors across 990 offices

Location

Larkspur CA

Advisors at this office

2

Advisors at this office

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Sandra G

Series 66

Larkspur, CA

UBS Financial Services

Sandra Griffin is a financial advisor at UBS Financial Services with four years of industry experience. She holds the Series 66 designation and previously worked at Robert W. Baird & Co and A Lady's Touch Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Eavenson H

Series 63, Series 66, Series 65

Larkspur, CA

UBS Financial Services

Eavenson Horter is a financial advisor at UBS Financial Services with 21 years of industry experience. He previously worked at J.P. Morgan Securities Inc. and JPMorgan Chase Bank for nine years each before joining UBS in 2019. Horter holds Series 63, Series 65, and Series 66 credentials. Outside of his advisory role, he serves as a strategic advisor to California Labs, Inc., a technology company focused on family communication devices. 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 integrates institutional trading capabilities with wealth management services and utilizes proprietary capital market research to tailor client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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