Bobby Monaco

Background

About Bobby Monaco

Email: bobby.monaco@UBS.com Work: 503.225.9218 Website: https://advisors.ubs.com/pacificwealthgroup/ I am on a 16 - person team at UBS advising successful business owners, entrepreneurs, and multi-generational families in the Pacific Northwest and United States around all aspects of private wealth management. How we help: • Advanced financial planning including estate, advanced trust, cash flow, equity compensation, Philanthropic planning & tax strategy planning. • Customized investment strategies with a focus on asset allocation, liquidity / longevity / legacy segmentation, tax efficiency and cost structure. • Tailored lending solutions including secured and unsecured lending. • Pre & post liquidity event planning - and with our strategic UBS partners capital raising, ESOP, strategic and private equity exit planning. Visit us at: https://advisors.ubs.com/pacificwealthgroup/**These are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**