Derek Glynn
About Derek Glynn
Derek Glynn serves as the First Vice President of Wealth Management at UBS, where he has worked as a Portfolio Manager since 2015. With over 28 years of experience in the financial services industry, he previously held a position as a Financial Advisor at Merrill Lynch for 20 years.
Work at UBS
Derek Glynn has been employed at UBS since 2015, serving as a Portfolio Manager and currently holding the title of First Vice President Wealth Management. His role involves managing client portfolios and providing tailored financial advice to meet individual client needs. Glynn's tenure at UBS spans nine years, during which he has utilized his extensive experience in wealth management to assist clients in navigating the financial landscape.
Previous Experience at Merrill Lynch
Prior to joining UBS, Derek Glynn worked at Merrill Lynch for 20 years, from 1995 to 2015, as a Financial Advisor. During his time at Merrill Lynch, he developed a strong foundation in financial advisory services, focusing on wealth management strategies for clients. His long-term role at Merrill Lynch equipped him with valuable insights and expertise that he has carried into his current position at UBS.
Education and Expertise
Derek Glynn earned a Bachelor's degree in Business Administration and Management from Saint Michael's College, where he studied from 1989 to 1993. This educational background has provided him with a solid understanding of business principles, which he applies in his financial services career. With over 28 years of experience in the financial industry, Glynn has developed a comprehensive skill set in wealth management and financial advisory.
Background in Financial Services
Derek Glynn has a robust background in the financial services industry, with nearly three decades of experience. His career began in 1995 at Merrill Lynch, where he spent 20 years before transitioning to UBS. Glynn's long-standing presence in the Everett, WA area has allowed him to gain a deep understanding of the local financial landscape, which he leverages in his current role to better serve his clients.