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

    Market Director

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MI
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • 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
        pat.lizza@ubs.com
        Patrick Lizza
        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
        • MO
        • MT
        • NJ
        • NV
        • OR
        • TX
        • UT
        • WA

              3390 University Avenue
              2nd Floor
              Riverside, CA 92501
              james.sheridan@ubs.com
              Jim Sheridan
              3390 University Avenue,Riverside,CA,92501
            • Michael Salazar

              Michael Salazar, CRPS

              Vice President–Wealth Management

              Financial Advisor

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              • AZ
              • CA
              • CO
              • FL
              • 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
                    michael.salazar@ubs.com,christy.marley@ubs.com
                    Michael Salazar, CRPS
                    3390 University Avenue,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
                          stanford.smith@ubs.com
                          Stanford Smith
                          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
                                shane.smith@ubs.com
                                Shane Smith
                                3390 University Avenue,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
                                      christy.marley@ubs.com
                                      Christy Marley
                                      3390 University Avenue,Riverside,CA,92501
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                                    ElectionWatch 2024

                                    24 questions for the '24 US election

                                    Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                                    The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                                    Download the report

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