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?

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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

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    • 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

      • Pepperdine University, Bachelor of Arts, Economics: 2013
        131 South Rodeo Drive
        Suite 300
        Beverly Hills, CA 90212
        sunny.patel@ubs.com
        Sunny Patel
        131 South Rodeo Drive,Beverly Hills,CA,90212
      • Tommy Bawden UBS

        Tommy Bawden

        Director

        Associate Market Executive

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        • 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
            2000 Avenue of the Stars
            12th Floor
            Los Angeles, CA 90067
            thomas.bawden@ubs.com
            Tommy Bawden
            2000 Avenue of the Stars,Los Angeles,CA,90067
          • Jonea Glaspie UBS

            Jonea Glaspie

            Director

            Admin Manager

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            • CA

              • California State University, Sacramento: 2006
                131 South Rodeo Drive
                Suite 300
                Beverly Hills, CA 90212
                jonea.glaspie@ubs.com
                Jonea Glaspie
                131 South Rodeo Drive,Beverly Hills,CA,90212
              • Kevin

                Kevin Dallahan

                NMLS #740172

                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 permissive 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

              $6.9 trn

              UBS Group invested assets
              As of 10/29/2025

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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