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
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