Lasting relationships

• 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
• OR
• PA
• PR
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WI
• WV
• WY

Taylor Wan is a distinguished leader in the wealth management industry with nearly two decades of experience driving growth and excellence at the world’s premier financial institutions. Taylor is a Market Director and oversees offices in Danville, Incline Village and Walnut Creek. Throughout his career, Taylor has established a reputation for building high-performing teams, cultivating top-tier talent, and delivering sophisticated, holistic financial solutions to affluent individuals and multi-generational families.

Taylor’s career began with five years as a Financial Advisor, providing him with a foundational "client-first" perspective that has informed his leadership style since 2012. Prior to joining UBS, Taylor served as Complex Manager at Wells Fargo Advisors, where he oversaw advisor teams across the strategic East Bay markets of Walnut Creek, Pleasanton, and San Francisco. His leadership tenure also includes significant roles as Market Director of Wealth Management for the East Bay at J.P. Morgan, as well as Regional and Branch Manager positions at Charles Schwab.

A staunch advocate for a planning-based philosophy, Taylor holds both the Certified Financial Planner (CFP®) and Certified Wealth Strategist (CWS®) designations. He is committed to a comprehensive approach that addresses the full complexity of a client’s financial life. At UBS, he remains dedicated to this vision while continuing his passion for mentoring the next generation of industry leaders.

A Bay Area resident for over a decade, Taylor lives in the region with his wife, Jasmin, and their two sons. Together, they enjoy exploring the local landscape and maintaining their family tradition of annual travel.

• 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

Azeem Shah is the Associate Market Executive supporting Wealth Management Advisors and Teams across the San Francisco Market. Azeem brings leadership experience across wealth management, coaching, compliance, and market supervision. He has served as an ADP Market Leader at Merrill Lynch, where he led a team of 35 advisor trainees, partnered closely with all lines of business, and played a key role in advisor development and recruitment.

Prior to that, Azeem held roles at both Morgan Stanley and Merrill Lynch in market supervision and risk management, including Complex Risk Officer and Market Supervision Manager. He also, spent time as a Financial Solutions Advisor at Merrill where he managed a book of about 200 clients. His experience spans advisor coaching, risk oversight, regulatory compliance, sales development, and client relationship management.

Born in Walnut Creek and now residing in Antioch, Azeem is passionate about leadership, problem-solving, and helping teams grow with both discipline and creativity. Outside of work, he enjoys traveling overseas, spending time with family, and cheering on Georgia football—Go Dawgs!

• CA
• NC

Alias Masudi brings over 15 years of experience in banking and wealth management to his role as an Administrative Officer at UBS. Supporting the San Francisco Market, he oversees key operational functions, facilitates advisor and branch support, and helps ensure efficient workflows, strong compliance practices, and a seamless client-service environment. Known for his collaborative approach, Alias partners closely with market leadership and service teams to drive consistency and operational excellence across multiple Bay Area branches.

Before joining UBS, Alias spent eight years with Wells Fargo in banking, investment, and management roles, followed by more than five years at Morgan Stanley Wealth Management as both a Financial Advisor and Business Service Officer serving Palo Alto, Menlo Park, and San Mateo. He holds a Bachelor’s Degree in Finance from California State University, Stanislaus, and a Master’s Degree in Business Management from Ashford University.

Outside of work, Alias enjoys the outdoors, traveling, and cooking—often calling himself a “self‑proclaimed chef.” A devoted Bay Area sports fan, he proudly supports the Giants, Warriors, and 49ers. Born and raised in the East Bay, he now lives in Manteca with his wife, Francine, and their three children: Aris, Arian, and Ariyah.

• CA

Barbara serves as the Market Supervisory Officer for the San Francisco Market. She has been with UBS since 2004 and has over 16 years of management experience in the financial industry.

Throughout her financial career she has held various roles including Operations Manager, Administrative Manager, Associate Market Executive and Client Experience Director.  In her current role as Market Supervisory Officer, Barbara is responsible for managing compliance and business risk, as well as implementation and education of firm policies and procedures across the Market. 

Barbara enjoys spending time with her family, dabbling in DIY projects and gardening. She is a graduate of Sierra College with a degree in Business Administration and General Science. She holds her Series 3, 7, 66, 9 and 10 securities licenses and is Insurance licensed.

CA Insurance License # 0M28906

UBS Insurance Agency License #0512985