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.

          555 California Street
          32nd/ 34th /46th Floor
          San Francisco, CA 94104
          todd.locicero@ubs.com
          Todd Locicero
          555 California Street,San Francisco,CA,94104
        • eileen fa web

          Eileen Dofredo

          Director

          Admin Manager

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          • AR
          • CA
          • MA
          • 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

                          Connecting you to the deep resources of UBS

                          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                          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.

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