Lasting relationships

Understanding what matters most to you

Office lobby

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

    Market Director

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MI
    • MT
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        75-280 Highway 111
        Indian Wells, CA 92210
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        Jim Sheridan

        Senior Vice President–Wealth Management

        Financial Advisor

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

              3390 University Avenue
              2nd Floor
              Riverside, CA 92501
            • Michael Salazar

              Michael Salazar, CRPS

              Vice President–Wealth Management

              Financial Advisor

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              • AZ
              • CA
              • CO
              • MD
              • NV
              • OK
              • 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.

                    3390 University Avenue
                    Suite 270
                    Redlands, CA 92501
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                    Stanford Smith

                    Senior Vice President–Wealth Management

                    Financial Advisor

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                    • AZ
                    • CA
                    • CO
                    • FL
                    • GA
                    • IL
                    • KS
                    • MI
                    • MO
                    • MT
                    • NC
                    • ND
                    • NV
                    • OH
                    • OR
                    • PA
                    • TN
                    • TX
                    • UT
                    • WA

                          Home Worker UT
                          Home Worker UT, UT 000
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                          Shane Smith

                          Financial Advisor

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                          • AZ
                          • CA
                          • CO
                          • FL
                          • GA
                          • MI
                          • NC
                          • NV
                          • OH
                          • OR
                          • TN
                          • TX
                          • WA

                                3390 University Avenue
                                2nd Floor
                                Riverside, CA 92501
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                                Christy Marley

                                Senior Client Associate

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                                • CA

                                Christy has been in the financial services industry for 25 years. She is a registered client associate and serves our clientele with her administrative and technical expertise.

                                      3390 University Avenue
                                      2nd Floor
                                      Riverside, CA 92501

                                    Focus on liquidity management

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                                    UBS and Credit Suisse—stronger than ever

                                    Managing wealth is our craft

                                    We’re committed to understanding what wealth means for you.

                                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                                    Backed by the strength of UBS

                                    A global leader in wealth management

                                    $5+ trillion

                                    In invested assets globally 
                                    As of 11/07/2023

                                    51 countries

                                    Our global footprint

                                    Global leader

                                    UBS is a world-leading wealth manager

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