Michael Ryan Barnes - UBS Financial Services Inc., 610 S Bryant Blvd, Ste E, San Angelo, TX 76903, US

Julie M. Kasberg - UBS Financial Services Inc. is a highly credentialed team of financial advisors located in San Angelo, Texas. With over twenty years of experience in the financial industry, they specialize in providing comprehensive financial planning and investment management services to high net worth individuals, retirement planning, estate planning, and helping clients leave a lasting legacy. Their team offers personalized advice and a tailored approach to meet the unique needs and goals of each client, ensuring they feel well taken care of and supported. Julie M. Kasberg, a Senior Vice President Wealth Management Financial Advisor, leads the Legacy Wealth Management Group at UBS. With a strong background in banking, accounting, and insurance, Julie joined UBS in 2001 and has since been dedicated to helping clients unlock opportunities, preserve wealth, and create continuity. Recognized as an industry leader, Julie has received multiple accolades, including being named Forbes America's Top Women Wealth Advisors and Forbes Best-in-State Wealth Advisors. With a commitment to building trust and understanding each client's individual circumstances, Julie and her team provide expert guidance and a comprehensive range of financial services.Generated from the website

Legacy Wealth Management Group - UBS Financial Services Inc.

Julie M. Kasberg - UBS Financial Services Inc.

UBS Financial Service

Wayne Knight-UBS Financial Services Inc