Lasting relationships

Understanding what matters most to you

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.

Start the conversation

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.

Patrick Lizza

Director

Branch Manager
View bio
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MI
- MT
- NC
- NE
- NJ
- NV
- NY
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WY
75-280 Highway 111
Indian Wells, CA 92210
Jerry Fields

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- 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
“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, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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
Jim Sheridan

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DE
- FL
- ID
- MN
- MT
- NV
- OR
- TX
- UT
- WA
300 East State Street
Suite 400
Redlands, CA 92373
Michael Salazar, CRPS

Vice President–Wealth Management

Financial Advisor
View bio
- 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
Stanford Smith

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- FL
- GA
- IL
- KS
- MI
- MO
- ND
- NM
- NV
- OH
- OR
- PA
- TX
- UT
- VA
- WA
- WV
Home Worker UT
Home Worker UT, UT 000

Patrick Lizza

Director

Branch Manager
View bio
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MI
- MT
- NC
- NE
- NJ
- NV
- NY
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WY
75-280 Highway 111
Indian Wells, CA 92210
Jerry Fields

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- 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
“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, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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
Jim Sheridan

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DE
- FL
- ID
- MN
- MT
- NV
- OR
- TX
- UT
- WA
300 East State Street
Suite 400
Redlands, CA 92373
Michael Salazar, CRPS

Vice President–Wealth Management

Financial Advisor
View bio
- 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
Stanford Smith

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- FL
- GA
- IL
- KS
- MI
- MO
- ND
- NM
- NV
- OH
- OR
- PA
- TX
- UT
- VA
- WA
- WV
Home Worker UT
Home Worker UT, UT 000

US banking sector update: Where we are now

Elena Guglielmin, CIO Credit Analyst for European Financials, David Lefkowitz, Head of Equities Americas, Bradley Ball, US Financials Sector Strategist, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, sat down to discuss the latest developments in the wake of the collapse of Silicon Valley Bank and Signature Bank, the broader market and economic impact, and investment implications moving forward.

Retirement planning

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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As of 06/30/2022

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Lasting relationships

Pursuing your goals together

Patrick Lizza

Jerry Fields

Kirk Shelby, CIMA

Jim Sheridan

Michael Salazar, CRPS

Stanford Smith

Patrick Lizza

Jerry Fields

Kirk Shelby, CIMA

Jim Sheridan

Michael Salazar, CRPS

Stanford Smith

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US banking sector update: Where we are now

Retirement planning

Multigenerational planning

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

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