On the Move: UBS Welcomes New Financial Advisor Team to Irvine Office


INVESTMENT BANKING

UBS is proud to welcome Financial Advisor Steve Nassau and Senior Registered Client Associate Kristin Landis to the firm’s Orange County/Irvine office. Nassau joins UBS as Senior Vice President with over four decades of experience working in the wealth management industry, after earning his Bachelor of Science degree in Accounting from the University of Maryland, Howard H. Smith School of Business.

Nassau has been a long-term board member of the Association of Corporate Growth of Orange County. He holds Series 3, 7, 63, and 65 securities licenses as well as a California insurance license.

Kristin Landis joins UBS having more than ten years as a Senior Registered Client Associate, with almost 20 years of experience in the financial services industry. Landis holds Series 7, 66 and 31 securities licenses and has a Bachelor’s degree in Business Management.

Together, Nassau and Landis help individuals and families manage the many facets of their complex financial lives, taking the time to understand what clients want to accomplish and crafting a flexible plan aligned with all life stages, including retirement, with customized solutions for now and the future.

Contact them at (949) 453-5175 or email: Steve.Nassau@ubs.com



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