vice president - wealth management at ubs financial services inc @ UBS
Franklin, Tennessee, United States
Wade Wakefield
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University of Tennessee, Knoxville
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FlashIntel GPTWade Wakefield is a highly experienced professional with 25.3 years of work experience in wealth management, investments, and retirement planning. He is currently the Vice President - Wealth Management at UBS Financial Services, Inc. based in the United States. Wade has a strong background in asset allocation, mutual funds, and retirement planning, with expertise in series 7, securities, and alternative investments. He has previously worked at Paine Webber and UBS in Switzerland, where he held positions as a Financial Advisor and Vice President - Wealth Management.
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About
Vice President - Wealth Management at UBS Financial Services, Inc.
Work Experience
Vice President - Wealth Management
vice president - wealth management at ubs financial services inc
Financial Services
Wade Wakefield's Professional Milestones
- vice president - wealth management at ubs financial services inc (1998-07-01~): Streamlined risk assessment process, resulting in improved accuracy and efficiency for clients.
- Financial Advisor (2000-01-01~2001-01-01): Provided expert financial advice, mitigating risks and ensuring successful financial transactions.
Education
Bachelor Of Arts (b.a.),
English Language And Literature, General,
English Language And Literature,
General
1992-1995Skill
Wealth Management
Investments
Series 7
Asset Allocation
Mutual Funds
Retirement Planning
Investment Advisory
Series 63
Securities
Portfolio Management
Alternative Investments
Investment Strategies
Retirement Savings
Certification
Colleagues
Other Named Wade Wakefield
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Wade Wakefield works for UBS
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