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.

Woman jogging

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.

  • image

    Patrick Lizza

    Director

    Market Director

    • image
    • image
    • image
    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MI
    • MT
    • NE
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

          75-280 Highway 111
          Indian Wells, CA 92210
        • image

          Jim Sheridan

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • AZ
          • CA
          • CO
          • DE
          • FL
          • ID
          • 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

                • image
                • image
                • image
                • 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
                    • image

                      Stanford Smith

                      Senior Vice President–Wealth Management

                      Financial Advisor

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

                            Home Worker UT
                            Home Worker UT, UT 000
                          • image

                            Shane Smith

                            Financial Advisor

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

                                  3390 University Avenue
                                  2nd Floor
                                  Riverside, CA 92501
                                • image

                                  Christy Marley

                                  Client Associate Senior

                                  • image
                                  • image
                                  • 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

                                      CIO House View monthly livestream

                                      Tree

                                      UBS and Credit Suisse—stronger than ever

                                      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.

                                      Backed by the strength of UBS

                                      A global leader in wealth management

                                      $3.9 trillion

                                      In invested assets globally 
                                      As of 12/31/2022

                                      51 countries

                                      Our global footprint

                                      Global leader

                                      UBS is a world-leading wealth manager

                                      Insights