Patricia C. Anderson,Cfp
About Patricia C. Anderson,Cfp
Patricia C. Anderson is the First Vice President of Wealth Management at UBS Financial Services, Inc., where she has worked for 39 years in Brookfield, Wisconsin. She is licensed to operate in 25 states, reflecting her extensive experience in the financial services industry.
Work at UBS
Patricia C. Anderson has been employed at UBS Financial Services, Inc. since 1985, serving as First Vice President in Wealth Management. Her tenure of 39 years at UBS highlights her commitment to the firm and her clients. In this role, she provides financial advice and wealth management services, leveraging her extensive experience in the financial services industry.
Education and Expertise
Patricia C. Anderson holds the Certified Financial Planner (CFP) designation, which signifies her expertise in financial planning and wealth management. Her long-standing career in this sector indicates a deep understanding of financial markets, investment strategies, and client relationship management.
Background
Based in Brookfield, Wisconsin, Patricia C. Anderson has developed a strong local client base over her career. Her geographical reach extends across 25 states in the US, allowing her to serve a diverse clientele. This broad operational license reflects her capability to manage wealth for clients in various regions.
Achievements
With nearly four decades of experience in wealth management, Patricia C. Anderson has established herself as a knowledgeable professional in the financial services industry. Her long career at UBS and her CFP designation contribute to her reputation as a trusted advisor in wealth management.