How can you pursue what matters most?

UBS Rancho Bernardo

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Four people meeting in glass office

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.

  • DeAnne, Steele, Market Director

    DeAnne Steele, CFA, CAIA

    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

    DeAnne Steele is the Market Director for the UBS Carmel Valley and Rancho Bernardo offices in San Diego. She leads with a singular focus: creating an environment where elite financial advisors can deliver exceptional client outcomes, grow enduring businesses, and do the best work of their careers.

    With national experience spanning brokerage, fiduciary, and private banking platforms, DeAnne brings a deep understanding of how advisors build, scale, and transition sophisticated practices. She is known for partnering closely with advisors to align strategy, resources, and capital across the full spectrum of client needs—from wealth planning and investments to banking, lending, and alternatives. Her leadership approach emphasizes autonomy, intellectual rigor, and access to the institutional capabilities required to serve clients at the highest level.

    At her core, DeAnne is a builder—of businesses, teams, and cultures. She thrives on solving complex challenges and is deeply committed to creating a collaborative, high-expectation environment that supports long-term advisor and client success.

    DeAnne holds an MBA in Finance from the UCLA Anderson School of Management and a Bachelor of Arts in English and Political Science from UCLA. She is a CFA® charterholder, a Chartered Alternative Investment Analyst, and a member of the CFA Institute and CFA Society of San Diego.

    A San Diego resident since 2006, DeAnne lives with her husband and son and is the proud owner of a rescue dog. She serves on the board of The Old Globe and enjoys painting, attending local theater, and listening to live music.

          12220 El Camino Real
          Suite 400
          San Diego, CA 92130
          deanne.steele@ubs.com
          DeAnne Steele, CFA, CAIA
          12220 El Camino Real,San Diego,CA,92130
        • Laura Fetterman

          Laura Fetterman

          Associate Director

          Admin Manager

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          • AZ
          • CA
          • HI

          Since January 2025, Laura Fetterman is the Administrative Officer for the Private Wealth offices within the UBS Pacific Desert Market.  Previously, Laura worked as the Executive Team Assistant where she supported UBS executive teams since 2005, interacting with managers and employees from all branches within the Market.

          Her resourcefulness, organizational skills, attention to detail, and multitasking capabilities often make Laura the first go-to source for help or guidance to employees in the marketplace. Laura’s dependability, intellectual curiosity and ability to inject humor into any situation enhance her approachability and make her fun to work with.

          She is FINRA-registered, holding Series 7, 66, 9, and 10 licenses. Laura holds a Bachelor of Arts degree from DeSales University in Pennsylvania. In her spare time, Laura loves traveling, attending concerts and sampling delicious foods and wines with family and friends.

                1200 Prospect Street
                Suite 100
                La Jolla, CA 92037
                laura.fetterman@ubs.com
                Laura Fetterman
                1200 Prospect Street,La Jolla,CA,92037
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              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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