Lasting relationships

Understanding what matters most to you

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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.

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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.

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    Patrick Lizza

    Director

    Branch Manager

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    • AR
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    • DE
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          75-280 Highway 111
          Indian Wells, CA 92210
        • Jerry Fields

          Jerry Fields

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • HI
          • ID
          • IL
          • IN
          • KS
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          “I believe that the trust of our clients is earned, not given. With each engaging conversation we continue to develop a relationship centered around our client’s needs and goals.”

          — Jerry Fields, CEPA®,CRPC®, CRPS®

          Jerry is proud to say that in his 24-year career at UBS Financial Services he has always strived to work with anyone who needs his advice and guidance.

          Jerry is committed to developing long term relationships through high level service, ongoing dialogue, and customized financial plans. As a Chartered Retirement Plans Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®), Jerry works with businesses and individuals creating customized solutions that meet their needs and goals.  Additionally, he has been granted the Certified Exit Planning Advisor (CEPA®) designation. 

          Jerry volunteers with the Kiwanis Club of Redlands. Jerry lives in with his wife, Staci, in Redlands and enjoys outdoor activities, including golf, cycling, tennis, pickleball and travel.

              • Certified Exit Planning Advisor
              • Chartered Retirement Planning Counselor℠
              • Chartered Retirement Plans Specialist℠
              300 East State Street
              Suite 400
              Redlands, CA 92373
            • Kirk Shelby

              Kirk Shelby, CIMA

              Senior Vice President–Wealth Management

              Financial Advisor

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              • AK
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • ID
              • IL
              • IN
              • KS
              • LA
              • MA
              • MD
              • ME
              • MI
              • MT
              • NC
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OR
              • PA
              • SC
              • SD
              • TN
              • TX
              • UT
              • VA
              • VI
              • WA
              • WI
              • WY

              “Talking to our clients is like talking to friends. Over the years I have developed many deep personal connections. Being a part of their lives is so gratifying and rewarding.”

              — Kirk M. Shelby, CIMA® 

              Kirk has dedicated his 35-year career at UBS Financial Services to helping families develop and maintain financial peace of mind.

              Kirk holds a CIMA® certification, an education credential from the University of Pennsylvania, Wharton School of Finance. As a seasoned investment manager, he provides clients with professional portfolio analysis and guidance to achieve their financial goals. He offers not only an experienced perspective to our client's financial plans, but also a prudent approach to addressing the complex issues that accompany substantial wealth.

              Kirk volunteers his time sitting on various boards such as Redlands Community Hospital Foundation. He enjoys golfing, fishing, hunting, and spending time with his two adult sons and wife, Caryl.

                    300 East State Street
                    Suite 400
                    Redlands, CA 92373
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                    Jim Sheridan

                    Senior Vice President–Wealth Management

                    Financial Advisor

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                    • AZ
                    • CA
                    • CO
                    • DE
                    • FL
                    • ID
                    • MN
                    • MT
                    • NV
                    • OR
                    • TX
                    • UT
                    • WA

                          300 East State Street
                          Suite 400
                          Redlands, CA 92373
                        • Michael Salazar

                          Michael Salazar, CRPS

                          Vice President–Wealth Management

                          Financial Advisor

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                          • AZ
                          • CA
                          • CO
                          • NV
                          • OR
                          • TN
                          • TX

                          Michael began his financial services career in 2000 and joined UBS Financial Services, Inc. in 2010.

                          He is committed to his family, clientele and the community. Michael currently serves on the community board at St. Bernardine Medical Center and is a personnel commissioner at San Bernardino City Unified School District.

                          Michael is a U.S. Navy Veteran where he focused on military finance and served honorably.

                          He has 3 adult children and 4 grandchildren.

                                300 East State Street
                                Suite 400
                                Redlands, CA 92373
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                                Stanford Smith

                                Senior Vice President–Wealth Management

                                Financial Advisor

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                                • AK
                                • AZ
                                • CA
                                • CO
                                • FL
                                • GA
                                • IL
                                • KS
                                • MI
                                • MO
                                • ND
                                • NM
                                • NV
                                • OH
                                • OR
                                • PA
                                • TX
                                • UT
                                • VA
                                • WA
                                • WV

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                                    Retirement planning

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                                    Multigenerational planning

                                    Legacy—Wealth for others

                                    For needs that go beyond your own—to help you improve the lives of others

                                    What will your legacy be?
                                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                    Learn more at ubs.com/wealthway.

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                                    A global leader in wealth management

                                    $2.8 trillion

                                    In invested assets globally 
                                    As of 06/30/2022

                                    51 countries

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