Rick Witherspoon
Senior Vice President - Wealth Management, Senior Portfolio Manager, Retirement Plan Consultant at Ubs
Based in Denver, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Denver
Industry
Financial Services
Company size
118K
Contact information
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r•••••••@ubs.com
Phone
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Background
About Rick Witherspoon
Rick began his career when the Dow Jones Index was at 776 and the inflation rate was in the double digits—and over the past 35 years he has helped clients manage their wealth throughout good times and bad. With over 20 years at UBS, Rick attributes much of his success to the fact that he is fascinated by the inner workings of Wall Street and genuinely enjoys helping his clients succeed in reaching their financial goals. Rick provides his clients, who are primarily high net worth individuals, corporate executives and foundations with customized financial solutions and exceptional service. His experience includes advising his clients on wealth planning strategies such as retirement planning, charitable giving strategies, and estate 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.**
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