Global access of Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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.

  • toddloci

    Todd Locicero

    Managing Director

    Market Executive

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Todd is the Market Executive for the Northern California and Pacific Northwest Private Wealth Management region, as well as head of the San Francisco Bay Area Wealth Management business. A graduate of Stanford University with a B.A in political science, Todd has more than 30 years of experience in the financial services industry. He oversees the management of 15 locations across four states, including California, Washington, Oregon and Nevada.

    Prior to his current role, Todd was the Market Head of West Coast Private Wealth Management, which included multiple Private Wealth Management offices as far south as San Diego and north to Seattle, including the hub offices in San Francisco and Los Angeles. Todd also served as the Regional Director of the New York Metropolitan Region of Wealth Management, which included multiple offices in Manhattan, Long Island, New Jersey and Connecticut.

    Prior to joining UBS in 2010, Todd was at Morgan Stanley for eight years and ran their Private Wealth Management Office in Los Angeles and also held a variety of high net worth segment positions in their New York-based home office. Before joining Morgan Stanley, Todd was an Executive Director and Private Wealth Advisor at both Robertson Stephens and Hambrecht & Quist in San Francisco.

    Todd earned his bachelor’s degree in political science from Stanford University. Todd holds the Series 65, Series 63, Series 3, Series 31, Series 7, Series 10 and Series 9 securities licenses.

          todd.locicero@ubs.com
          Todd Locicero
        • edgar fa web

          Edgar Marita

          Executive Director

          Market Director

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          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • ND
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VI
          • VT
          • WA
          • WI
          • WV
          • WY

          Edgar is currently an Executive Director and Market Director, serving the UBS San Francisco Private Wealth Management business. In collaboration with the leadership team, Edgar partners with Advisors and their teams to ensure that they have a deep knowledge of our firms’ global capabilities to best assist clients and create legacies that matter.

          Edgar joined Field Leadership 2017, serving as an Assistant Market Head for the Central New England New State Market. Joining UBS in 2010, Edgar held several roles across the Home Office, including Northeast Divisional Business Strategist, Business Acquisition and Integration Analyst and Equity Plan Advisory Services Associate.


          Edgar graduated from New Jersey City University with a Bachelor of Science in Finance. He holds securities licenses for the Series 7, 66, 9 and 10.

          Edgar is extremely passionate about mentoring and paying it forward to others. Edgar lives in the East Bay of Northern California with his wife Alina and their one-year-old daughter, Olivia. In his free time, he enjoys traveling with his family.

                555 California Street
                32nd/ 34th /46th Floor
                San Francisco, CA 94104
                edgar.marita@ubs.com
                Edgar Marita
                555 California Street,San Francisco,CA,94104
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                Eileen Dofredo

                Director

                Admin Manager

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                • AR
                • CA
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                • UT
                • WA

                Eileen is the Associate Market Admin Officer for the Private Wealth Management business and responsible for various administrative and personnel functions and manages the PWM Team Associates. A graduate from UC Davis with a B.S. in Managerial Economics, Eileen has more than 30 years of industry experience in the financial services industry.

                Prior to joining UBS in 2017, Eileen worked at Morgan Stanley and Cowen & Co., and held various roles from Senior Sales Associate, Admin. Manager to Senior Complex Risk Officer.

                 Eileen earned her BS degree in Managerial Economics from U.C. Davis. Eileen holds the Series 63, Series 66, Series 7, Series 9 and Series 10 securities licenses.

                 Eileen lives in the East Bay of Northern California. In her free time, she enjoys hiking, traveling abroad and spending time with family and friends.

                 

                      555 California Street
                      32nd/ 34th /46th Floor
                      San Francisco, CA 94104
                      eileen.dofredo@ubs.com
                      Eileen Dofredo
                      555 California Street,San Francisco,CA,94104
                    • chris final

                      Christopher Chow

                      Director

                      Market Supervisory Officer

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                      • AK
                      • AL
                      • AR
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • HI
                      • IA
                      • ID
                      • IL
                      • IN
                      • KS
                      • KY
                      • LA
                      • MA
                      • MD
                      • ME
                      • MI
                      • MN
                      • MO
                      • MS
                      • MT
                      • NC
                      • ND
                      • NE
                      • NH
                      • NJ
                      • NM
                      • NV
                      • NY
                      • OH
                      • OK
                      • OR
                      • PA
                      • PR
                      • RI
                      • SC
                      • SD
                      • TN
                      • TX
                      • UT
                      • VA
                      • VI
                      • VT
                      • WA
                      • WI
                      • WV
                      • WY

                      Christopher is the Associate Market Supervisory Officer for the Private Wealth Management business. A graduate from UC Berkeley with a Bachelor of Arts degree in Mathematics Applied Statistics, Christopher has more than 30 years of experience in the financial services industry.

                      Prior to joining UBS 2015, Christopher worked at Morgan Stanley as a Complex Risk Officer, and at Schwab as a Cross Border Sales / Operations Manager.

                      Christopher earned his Bachelor of Arts degree in Mathematics Applied Statistics from UC Berkeley. Christopher holds the Series 65, Series 63, Series 3, Series 7, Series 9, Series 10, Series 4, Series 24 and Series 8 securities licenses.

                      Christopher lives in San Francisco. In his free time, he enjoys traveling, hiking, cooking and fine dining.

                            555 California Street
                            32nd/ 34th /46th Floor
                            San Francisco, CA 94104
                            christopherw.chow@ubs.com
                            Christopher Chow
                            555 California Street,San Francisco,CA,94104
                          • megan faweb

                            Megan Zhang

                            Authorized Officer

                            Executive / Team Assistant

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                            • CA

                                  555 California Street
                                  32nd/ 34th /46th Floor
                                  San Francisco, CA 94104
                                  megan.zhang@ubs.com
                                  Megan Zhang
                                  555 California Street,San Francisco,CA,94104

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