UBS Financial Services in Westlake Village, CA is a branch office of UBS Wealth Management USA, providing quality financial strategies customized to clients' needs. Led by Louis G. Skertich, the Executive Director and Branch Manager, the team at UBS focuses on developing lasting relationships through a commitment to quality client service. With a background in business finance and extensive experience in the financial industry, Louis Skertich leads the team in helping clients make smart moves towards their financial goals.
Lisa Renee Monica, the Associate Director Admin Manager, brings her passion for supporting teams and ensuring excellent client service to UBS. With a background in financial services and experience in various positions, Lisa is dedicated to providing top-notch support to the team. Located at 3011 Townsgate Road Suite 300, the UBS branch in Westlake Village is committed to helping clients navigate their financial journey with confidence.
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