Luke Schell CFP®, MBA, is a financial advisor and the First Vice President of Wealth Management at UBS, where they are a founding member of Sequoia Partners. With a strong background in finance, Luke previously served as a Wealth Management Advisor at Merrill Lynch from 2009 to 2022 and held the position of Finance Director at Merrill Lynch from 2000 to 2004. Their career also includes experience as a Financial Advisor at Citi from 2004 to 2009. Luke earned both a Bachelor's and Master's Degree from the University of Southern California and is committed to providing thoughtful wealth management advice.
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