Your goals. Our comprehensive plan.

Meeting in a office

A firm like no other

As one of the world’s leading wealth management firms, we have the resources and solutions to help clients pursue their most important goals. But our culture of consistently putting client needs front and center is what truly cultivates successful Financial Advisor and client relationships. Our commitment is to provide industry-leading capabilities, professional training and development, and an entrepreneurial environment where Financial Advisors excel, and their businesses thrive.

culture

An advisor-centric (and client-centric) culture

How UBS helps you exceed client expectations and drive your business’s growth

Although a firm’s culture is sometimes hard to define, you think about it as you plan for your next opportunity. If culture is the glue that holds an organization together, how can you determine a firm’s commitment to its people, especially financial advisors in growth mode?

Learn more

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Sunny Patel UBS

    Sunny Patel

    Executive Director

    Market Director

    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

      • Pepperdine University, Bachelor of Arts, Economics: 2013
        1999 Avenue of the Stars
        36th Floor
        Los Angeles, CA 90067
        sunny.patel@ubs.com
        Sunny Patel
        1999 Avenue of the Stars,Los Angeles,CA,90067
      • Tommy Bawden UBS

        Tommy Bawden

        Director

        Sales Manager WMAG

        • image
        • image
        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VI
        • VT
        • WA
        • WI
        • WV
        • WY

          • Washington University in St. Louis: 2008
            131 South Rodeo Drive
            Suite 300
            Beverly Hills, CA 90212
            thomas.bawden@ubs.com
            Tommy Bawden
            131 South Rodeo Drive,Beverly Hills,CA,90212
          • Kevin

            Kevin Dallahan

            NMLS #947868

            Senior Wealth Management Banker, UBS Bank USA

            Current role and areas of expertise

            Kevin Dallahan joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering Los Angeles and San Diego, California

            Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

            Professional history

            Kevin began his career in financial services in 2006. Prior to joining UBS, Kevin was a Regional Banking Manager for Charles Schwab in Los Angeles.

            Education and personal information

            In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 740172.  He holds his Series 7 and 66 securities licenses.  He also holds a Marketing and Management degree from Saint Joseph’s University, Philadelphia PA.

            Kevin lives in Los Angeles with his wife and two sons.

            Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

          Connecting you to the deep resources of UBS

          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

          Mountain climbers on peak at sunrise

          A leading global wealth manager

          Adult children with parents

          Dividing wealth across generations

          Container ship

          Maximize your potential wealth

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $6 trn

          UBS Group invested assets
          As of 12/31/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

          Insights

          This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

          Go to privacy settings