UBS FINANCIAL SERVICES INC
Senior Vice President- Wealth Management
As Senior Vice President – Wealth Management at UBS Financial Inc., Russ Wilson appreciates the art of listening, asking good questions, and sharing stories. He believes those things are the building blocks of a successful advisory business.
“I am skeptical in a good way,“ he explains. “I challenge information that I hear or see to make sure it adds up and that everything is being considered. This contributes to a comprehensive and thorough evaluation of people’s financial situations, as well as a constant dismissal of the status quo in business practices.”
One of the things that Wilson values most is his team. He appreciates the support they all share and their ability to think collectively and deeply. “Each of my team members have their own unique and thoughtful ways of approaching problems and solutions,” he explained. “We each consider variables and situations with a depth I believe adds to our clients’ lives. I appreciate working on a team because each perspective, when brought to the table, reduces the chance of anything being overlooked. We meet every morning to peer share and consider each other’s projects and perspectives. It’s one of my favorite parts of the job.”
Working with multiple clients gives Wilson the opportunity to meet many different people in various stages of life. It also gives him the chance to get to know them on a personal level. “I love when clients become friends and teachers,” he said.
“It is always surprising how quickly clients call us in the wake of a significant life event. I value the trust my clients place in me to be the person they can when things happen. We work with families that are smart, successful, and charitable. I never cease to be amazed by the stories I hear of brave endeavors and extreme generosity in their lives. They are constantly teaching me, and I appreciate that.”
Wilson attempts to exceed a client’s expectations. People can be intimidated or unsure of what to expect, but Wilson makes sure to address all wealth management concerns. “People are less surprised by the types of services we offer and more surprised by the level of authenticity we provide as a team to their lives and financial plan,” he stated. “We feel like our job is to help people make smart decisions with money and guide them away from decisions we think they will likely regret.”