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Financial Advisors Howard Woo and Luke Schell join UBS Wealth Management in Irvine
Rhea-AI Impact
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Rhea-AI Sentiment
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Rhea-AI Summary
UBS Wealth Management USA has expanded its team in Irvine, California, with the addition of Sequoia Partners, led by Financial Advisors Howard L. Woo and Luke C. Schell, along with Client Service Associate Cyntia Lopez. This team specializes in advising high net worth individuals on retirement planning, estate strategies, and portfolio management. Both Woo and Schell bring extensive experience from Merrill, enhancing UBS's dedication to providing customized wealth management solutions.
Positive
Addition of a well-credentialed team enhances UBS's offerings in wealth management.
Team members have extensive industry experience, boosting client trust and services.
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None.
IRVINE, Calif.--(BUSINESS WIRE)--
UBS Wealth Management USA today announced that a three-person team, Sequoia Partners, has joined the firm in Irvine, California. The team is led by Financial Advisors Howard L. Woo and Luke C. Schell and also includes Client Service Associate Cyntia Lopez.
“We are thrilled to welcome Sequoia Partners to our team at UBS,” said Sasha Kottmeier, UBS Irvine Branch Manager. “Howard and Luke are valuable additions to our Irvine office, adding experience, integrity, and collaboration to our existing strong culture of success.”
The Sequoia Partners team advises high and ultra-high net worth individuals and families on comprehensive retirement and cash flow planning, estate planning strategies, and portfolio management, including asset allocation, risk management, equity and fixed income portfolio construction, as well as alternative investments.
“Howard and Luke have built a well-credentialed, boutique-style private wealth management team with many years of experience,” added Justin Frame, Market Head for the UBS Southern California Market. “We’re confident that with their experience and dedication to clients, they will help deliver differentiated and holistic wealth management advice, tailored to meet the unique needs and goals of our clients.”
Howard Woo, CRPC®, CWPA® joins UBS from Merrill where he served as branch manager in Irvine and was co-founding partner of his team. He has 24 years of experience providing comprehensive wealth management and investments for high and ultra-high net worth individuals and families, corporations, endowments, and foundations. Howard holds Certified Private Wealth Advisor® and Chartered Retirement Planning Counselor® designations. He also holds a degree in Economics and Business Management from the University of California, Irvine.
Luke Schell also joins UBS from Merrill and brings more than 20 years of industry experience. He focuses on providing holistic wealth management solutions, and has continued to cultivate client loyalty and responsiveness through implementation of progressive ideas and commitment to clients’ well-being. Luke holds the Certified Financial Planner® designation. He earned an M.B.A. from the Marshall School of Business at USC, as well as a B.A. in Economics and a B.S. in Business Administration with a minor in German, also from USC.
Cyntia Lopez is a Client Service Associate on the Sequoia Partners team, focused on providing organizational and client support. She began her career with Bank of America in 2016 as a Relationship Manager, and later joined Merrill as a Wealth Management Client Associate. Cyntia attended Orange Coast College and also holds a notary license.
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, 29% in Switzerland, 20% 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).
