• UBS

Michael Clancy CDFA

Vice President- Wealth Advisor CDFA

Michael Clancy CDFA is currently the First Vice President and Wealth Advisor at UBS Financial Services Inc., where they focus on prioritizing clients and promoting steady asset growth. Previously, they held the position of Vice President at Morgan Stanley and Merrill Lynch from 2001 to 2012. Michael started their career as a Premise Representative at Dex Media from 1990 to 2000. They are a graduate of Oregon State University, earning a Bachelor of Science in Business Administration.

Location

Portland, United States

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