wiseradvisor

Michael D. Clancy, CDFA
UBS Financial Services, Inc.

Tel: (503) 226-1826
805 SW Broadway
Suite 2600
Portland, OR 97205

Pursuing the goals that matter most

UBS Financial Services, Inc. | Financial Advisor in Portland ,OR


About UBS Financial Services, Inc.

LAKE OSWEGO OFFICE: 5285 Meadows Rd, Lake Oswego, OR 97035

In today's economy, uncertainty is understandable. However, with the right Financial Advisor standing beside you, you can have the peace of mind and confidence to pursue your financial future?no matter what the markets or your life may bring.

UBS Wealth Management Americas excels at helping you pursue your goals because our singular focus is wealth management. Our Financial Advisors have experience managing significant wealth, drawing on proprietary research devoted exclusively to helping private clients make better investment decisions. If your wealth management goals require unconventional thinking and strategic partnerships, you?ll quickly understand what it means to be a UBS client.

In a rapidly changing, increasingly intertwined global economy, financial strength and stability are essential. At UBS, our balance sheet is strong, and we have a presence in more than 50 countries around the world.

Our capabilities, resources and enterprises are fully aligned to create an outstanding experience for you as a UBS client, and we are committed to being proactive and responsive to your needs.


General Information

Firm Start Year:   2001
No.of Employees:   2-4
Insurance License#:   6231789
Name of Broker/Dealer:   UBS Financial Services
Name of Custodial Firm:   UBS Financial Services
States Licensed in:   Oregon, Washington, Nevada, Maryland, Florida, Colorado, California, Arizona, Idaho, Utah, Michigan, Texas,New Jersey
Number of Years with Current Firm:   6


Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care , Variable Life , Disability , Variable Annuity , Life , Annuity , Health


Firm Information

Firm's Number of Clients:   130
Firm's Number of Planning Clients:   75
Firm's Number of Managed Clients:   120
Assets Managed by Firm:   $150,000,000
Assets Managed by Advisor:   85,000,000


Education

Bachelor in Science - Business/History/Psychology  Oregon State University - Corvallis, Oregon
09/05/1973- 06/05/1977

Bachelor of Science - Businss/History/Psychology  Oregon State University - Corvallis , Oregon
09/05/1973- 06/05/1977

Investors Consultant Program - Investments  Wharton School of Business - Pennsylvania
03/10/20017- 03/23/2007



Faqs

  • Will you be the only person working with me? no
  • How are you compensated? How will I pay for your services? Fee Only
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? no
  • Do you offer any guaranteed results? no
  • Have you ever been charged with any breaches? no
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Disclaimer

Products and services mentioned on these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements.It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus © UBS 1998-2018. All rights reserved. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA. UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA

Michael D. Clancy, CDFA

Michael D. Clancy, CDFA

CDFA

Michael Clancy has been in the financial services industry since 2001. He began his career at Morgan Stanley and moved to Merrill Lynch in 2008 before joining UBS in 2012. Michael made the move to UBS so that he could continue to help people fulfill their long term goals and current needs, regardless of their net worth or asset size. Michael is a Certified Divorce Financial Analyst(CDFA) awarded by the Institute for Divorce Financial Analysts Inc. His other areas of specialty include retirement and special needs planning. Michael takes a holistic view of each client's needs, goals and visions. He conducts his practice with utmost honesty, integrity, transparency and compassion resulting in the cultivation of long term relationships. A native of the Portland area and a fifth generation Oregonian, Michael earned a B.S. Degree in Business Administration from Oregon State University in 1977. He has been married for 33 years to Marina who owns her own small business. They have a daughter and two sons, Fran, 36, Nick, 32, and John, 29 as well as two wonderful grandchildren, Tyler and Camren. Michael enjoys spending time with his family, reading, gardening, traveling and working outdoors. Michael is a life member of the National Eagle Scout Association and is also active in the Boy Scouts of America. He is a member of the Oregon State Alumni Association and participates in LMV as a member.

My Team

Tammy Harvey
Tammy Harvey
Senior Registered Client Service Associate
------------------------

Tammy has more than 20 years of experience in the financial business and excellent client customer service skills. Tammy loves horse-riding and being outdoors. Registered States: OR

Kyle Head
Kyle Head CFP
Raised in Alaska but loves it in the lower 48 too. I help with the financial planning for the team and welcome any questions or comments.

Office Hours

wiseradvisor-balck-li-img Mon. 6:00 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 6:00 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 6:00 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 6:00 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 6:00 AM - 4:00 PM

Communities Served

Aurora Beaverton
Boring Camas
Canby Clackamas
Dundee Fairview
Gladstone Gresham
Hillsboro Newberg
Portland Sherwood
Troutdale Tualatin
Vancouver West Linn
Wilsonville Lake Oswego

Awards & Recognitions

Eagle Scout
(07/03/1972)

Reaching the highest level in Scouting.

Social Networks

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