Timothy McNutt and Narayan Pallavur Join UBS Wealth Management in Westlake Village, California

Rhea-AI Summary

UBS Wealth Management USA welcomes two new advisors to their Westlake Village office.

Positive

• Timothy McNutt and Narayan Pallavur join UBS Wealth Management USA, bringing over $420 million in client assets.
• The addition of Timothy and Narayan will help expand UBS's client advisory capabilities in Westlake Village and surrounding areas.

Negative

• None.

WESTLAKE VILLAGE, Calif.--(BUSINESS WIRE)-- UBS Wealth Management USA announced today that Financial Advisors Timothy McNutt and Narayan Pallavur have joined the firm’s Westlake Village, California office. Combined, the two advisors manage over $420 million in client assets for high-net-worth individuals, business owners and multi-generational families.

“We are thrilled to welcome Timothy and Narayan to UBS. Their experience and commitment to clients make them great additions to our team,” said Jim Kottoor, Market Executive for Greater California and Nevada at UBS Wealth Management USA. “We look forward to continuing to expand our client advisory capabilities in Westlake Village and the surrounding areas.”

Timothy McNutt joins UBS as a Financial Advisor and Portfolio Manager. Over his nearly 20-year career in financial services, Timothy has dedicated his practice to working closely with his clients to understand their individual priorities, challenges and goals. He then builds robust financial plans to help them achieve their goals, guiding his clients through every step of their financial journey. Timothy studied at San Diego State University before attaining his degree from the University of Wisconsin, Madison. He holds the Certified Investment Management Analyst^® (CIMA^®) and Certified Plan Fiduciary Advisor^® (CPFA^®) as well as the Chartered Retirement Planning Counselor (CRPC^®) designations. Timothy joins UBS from Merrill.

Narayan Pallavur joins UBS as Financial Advisor with over 27 years of experience in the financial services industry. Passionate about building enduring client relationships through outstanding and personalized service, Narayan advises clients on the accumulation, preservation and transfer of wealth through the creation of customized wealth management strategies. Narayan earned his MBA from Bowling Green State University. He is a Certified Financial Planner^® (CFP^®) professional and holds the Certified Exit Planning Advisor^® (CEPA^®), Certified Investment Management Analyst^® (CIMA^®) and Certified Plan Fiduciary Advisor^® (CPFA^®) designations. Narayan also joins UBS from Merrill.

“Timothy and Narayan are wonderful advisors and people,” said Louis Skertich, Market Director for Westlake Village. “They bring an impressive level of experience and dedication to their clients, and we couldn’t be happier to have them join our Westlake Village family.”

Also joining UBS is Client Associate Kim Allen, a 30+ year industry veteran who focuses on providing outstanding attention to detail and best-in-class customer service to her clients.

Notes to Editors

About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as of the second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 countries around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com

© UBS 2023. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

View source version on businesswire.com: https://www.businesswire.com/news/home/20231017881549/en/

Media Contact:

Christina Aquilina

christina.aquilina@ubs.com

Source: UBS

FAQ

Who are the new advisors joining UBS Wealth Management USA?

Timothy McNutt and Narayan Pallavur.

How much do the new advisors manage in client assets?

They manage over $420 million in client assets.

What is the goal of UBS Wealth Management USA in Westlake Village?

To expand their client advisory capabilities.

What are the qualifications of Timothy McNutt?

He holds the Certified Investment Management Analyst® (CIMA®) and Certified Plan Fiduciary Advisor® (CPFA®) designations.

What are the qualifications of Narayan Pallavur?

He is a Certified Financial Planner® (CFP®) professional and holds the Certified Exit Planning Advisor® (CEPA®), Certified Investment Management Analyst® (CIMA®), and Certified Plan Fiduciary Advisor® (CPFA®) designations.

Who else is joining UBS?

Client Associate Kim Allen, a 30+ year industry veteran.