Rory Lindquist, CFP®, currently serves as the Managing Director and Senior Portfolio Management Director at UBS, where they utilize over 25 years of experience to guide clients through complex financial decisions. Previously, Rory held significant roles at Morgan Stanley, Merrill Lynch, and Baird, focusing on customized portfolio management and financial planning. They earned a Bachelor of Business Administration from Ripon College and were named a Forbes Best-in-State Wealth Advisor in 2019. Rory is committed to improving clients' quality of life through disciplined, long-term planning and personalized service.
This person is not in the org chart
This person is not in any teams
This person is not in any offices