Experience

Makes all the difference

Patrick Lizza

Director

Market Director

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

75-280 Highway 111
Indian Wells, CA 92210

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Jim Sheridan

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • ID
  • LA
  • MN
  • MT
  • NV
  • OR
  • TX
  • UT
  • WA
3390 University Avenue
2nd Floor
Riverside, CA 92501

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Michael Salazar, CRPS

Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • MD
  • NV
  • OK
  • OR
  • TN
  • TX
3390 University Avenue
Suite 270
Redlands, CA 92501

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Stanford Smith

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • 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

Registered States:
  • 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

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.

Registered States:
  • CA
3390 University Avenue
2nd Floor
Riverside, CA 92501

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