Narayan Pallavur

Background

About Narayan Pallavur

I work with high-net-worth individuals, families of multi-generational wealth, and business owners, to provide comprehensive wealth management services. I collaborate with the clients’ trusted network of advisors and develop customized strategies, which focus on estate and trust planning, tax planning, and exit planning for business owners. Passionate about building enduring client relationships through outstanding and personalized service, I advise clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a well-defined and proven process. I believes it is vital to take time to understand clients’ goals and concerns, and develop a meaningful relationship with transparency, for client confidence.I began my career in the financial services industry in 1996, after earning my MBA from Bowling Green State University. I am a Certified Financial Planner® (CFP®) professional and hold the Certified Exit Planning Advisor® (CEPA®), Certified Investment Management Analyst® (CIMA®) and Certified Plan Fiduciary Advisor® (CPFA®) 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.**