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Financial Advisor Michael Nazarian joins UBS in Greater Los Angeles Market
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Rhea-AI Summary
UBS Wealth Management USA has appointed Michael Nazarian as a Financial Advisor and Managing Director at its Sherman Oaks, California branch. His experience serving high net-worth individuals aligns with the firm’s goal of growth in the San Fernando Valley area. With over 20 years in financial services, including 14 years at Wells Fargo, Nazarian specializes in tailored investment and estate planning services. The Greater Los Angeles Market Head, Jim Kottoor, emphasized the importance of recruiting talented advisors to enhance client services.
Positive
Michael Nazarian's extensive experience may enhance client acquisition and retention.
Focus on recruiting talented advisors indicates potential growth in market presence.
Negative
None.
SHERMAN OAKS, Calif.--(BUSINESS WIRE)--
UBS Wealth Management USA announced today that Michael Nazarian has joined UBS as a Financial Advisor and Managing Director in Sherman Oaks, California.
“We continue to be very focused on recruiting and retaining talented advisors, and we’re thrilled to welcome Michael to the firm,” said Jim Kottoor, Greater Los Angeles Market Head at UBS Wealth Management USA. “Michael’s expertise in serving the needs of high net-worth individuals will be of great value to our continued growth in the San Fernando Valley area.”
Michael provides families and business owners with tailored investment, liability management, risk management and estate planning services. He takes a comprehensive approach to wealth planning that considers clients’ past and current experiences to set goals that align with their needs, while retaining flexibility to adjust to changing conditions.
“Michael is dedicated to helping clients build, manage, preserve and transition their wealth,” said Jaspreet “Jesse” Puri, Branch Manager, Sherman Oaks, and Bakersfield at UBS Wealth Management USA. “He brings over 20 years of financial services experience to our rapidly growing Sherman Oaks branch.”
Prior to joining UBS, Michael spent the last 14 years as a Financial Advisor at Wells Fargo. Previously he worked at Citi Smith Barney after starting his career in real estate. He graduated from the University of Southern California with a degree in Business.
Notes to Editors
About UBS
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
