Lasting relationships. For all that matters

Meeting behind closed doors

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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.

  • Howard

    Howard Woo

    Executive Director

    Market Director

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PR
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    Howard Woo joined UBS Wealth Management in 2022 from Merrill Lynch where he served as the co-founding partner of his team while simultaneously serving in a senior leadership role. Howard is a founding member of Sequoia Partners at UBS. He has 24 years of experience in comprehensive wealth management and investments for ultra-affluent individuals and families, corporations, endowments, and foundations. He is responsible for equity manager construction, fixed income investing, alternative investments, and asset allocation.

    Howard earned his degree in Economics and Business Management from the University of California, Irvine and is a native of Southern California. Howard holds the designation of Certified Private Wealth Advisor ® from the Investment & Wealth Institute and Chartered Retirement Planning Counselor ® from the College of Financial Planning. He holds series 7, 63, 65, 3,31, 9, 10, and insurance licenses.

    Howard is also dedicated to serving as a volunteer in community building organizations such as Habitat for Humanity where he served as Treasurer of the Executive Board. He also served on the Board of Directors for the UCLA Scholarship Fund and The El Sol Foundation. He lives in Orange County, CA with his wife and two daughters and enjoys gardening, art design, traveling and spending time with the family on the weekends.

          20 Pacifica
          Suite 1500
          Irvine, CA 92618
          howard.woo@ubs.com
          Howard Woo
          20 Pacifica,Irvine,CA,92618
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          Elizabeth Metal

          Director

          Market Administrative Officer

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

                3030 Old Ranch Parkway
                Suite 300
                Seal Beach, CA 90740
                elizabeth.metal@ubs.com
                Elizabeth Metal
                3030 Old Ranch Parkway,Seal Beach,CA,90740
              • Toma

                Toma Kay

                Associate Director

                Supervisory Officer

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                • CA

                Toma joined UBS in November 2020 from Wells Fargo where she spent 2 years as an Administrative Manager.  Prior to Wells Fargo, Toma was a Senior Risk Officer with Morgan Stanley for 20 years covering the Southern Orange County Market.  Toma has a 35+ year career in the financial industry, starting with the Dean Witter Reynolds, who through its many name changes became Morgan Stanley.  She has held numerous positions over her tenure from Client Service Associate, Financial Advisor, to numerous management positions in Risk Management and Operations.  She prides herself on being an attentive listener who draws on her experience to find solutions that support both the advisors and the firm.   

                 

                Toma is a resident of Irvine and enjoys meeting up with friends after work, so she makes use of the many wonderful restaurants we have in the area.  Though she likes eating out, she also enjoys cooking, as well as gardening and DIY project in her free time.  Toma loves to travel and has been to France, Italy (her favorite), Spain, the United Kingdom, the Dominican Republic and many cities in Mexico.  The main places to still see on her bucket list include Greece, Ireland and New Zealand. 

                      Home Worker CA
                      Home Worker CA, CA 000
                      toma.kay@ubs.com
                      Toma Kay
                      Home Worker CA,Home Worker CA,CA,000
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                    A leading global wealth manager

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                    Tariffs, volatility and your portfolio

                    Are you ready?

                    In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                    We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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                    UBS is a leading and truly global wealth manager

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