Evan Ling
Senior Vice President - Wealth Management at UBS Wealth Management | Orange County, California, United States
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Evan Ling serves as a Senior Vice President in Wealth Management at UBS, where he plays a pivotal role in the Ling Group at the Brea Office. This distinguished father-and-son team is dedicated to providing personalized financial strategies that empower clients to achieve their long-term financial goals. With a strong emphasis on integrity, trust, and care, Evan and his team are committed to fostering enduring relationships with their clients. They believe that effective wealth management goes beyond mere transactions; it involves ongoing education and transparent communication about investments, retirement planning, and risk management.
Evan's expertise spans a wide array of financial services, including portfolio management and investment strategies tailored to individual client needs. His approach is characterized by a deep understanding of market dynamics and a commitment to aligning investment opportunities with clients' unique financial situations. By leveraging UBS's extensive resources and research capabilities, Evan ensures that his clients are well-informed and equipped to make sound financial decisions.
Key projects that Evan has spearheaded include comprehensive retirement planning initiatives, where he collaborates closely with clients to develop customized plans that address their specific retirement goals and risk tolerance. His dedication to continuous learning and adaptation in the ever-evolving financial landscape allows him to provide innovative solutions that meet the diverse needs of his clientele. As a trusted advisor, Evan Ling exemplifies the values of UBS Wealth Management, striving to be a beacon of excellence in the industry while making a meaningful impact on the lives of those he serves.
Senior Vice President - Wealth Management at UBS Wealth Management in December 2015 to Present
Senior International Financial Advisor, First Vice President-Wealth Management at Merrill Lynch Wealth Management, Bank of America Corporation in September 1988 to December 2015
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Retirement Planning
Investments
Portfolio Management
Wealth Management
Financial Services
Risk Management
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Discover more about UBS Wealth ManagementWhat is Evan Ling email address?
Email Evan Ling at [email protected] and [email protected]. This email is the most updated Evan Ling email found in 2026.
What is Evan Ling phone number?
Evan Ling phone number is +14083731858 and +19093482369.
How to contact Evan Ling?
To contact Evan Ling send an email to [email protected] or [email protected]. If you want to call Evan Ling try calling on +14083731858 and +19093482369. (updated on November 04, 2024)
What company does Evan Ling work for?
Evan Ling works for UBS Wealth Management
What is Evan Ling's role at UBS Wealth Management?
Evan Ling is Senior Vice President - Wealth Management
What industry does Evan Ling work in?
Evan Ling works in the Financial Services industry.
Evan Ling Email Addresses
Evan Ling Phone Numbers
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