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.
|Firm Start Year:||2001|
|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'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|
|Bachelor in Science - Business/History/Psychology||
Oregon State University - Corvallis, Oregon
|Bachelor of Science - Businss/History/Psychology||
Oregon State University - Corvallis , Oregon
|Investors Consultant Program - Investments||
Wharton School of Business - Pennsylvania
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 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.
|Mon.||6:00 AM - 4:00 PM|
|Tue.||6:00 AM - 4:00 PM|
|Wed.||6:00 AM - 4:00 PM|
|Thu.||6:00 AM - 4:00 PM|
|Fri.||6:00 AM - 4:00 PM|
Reaching the highest level in Scouting.