Tom Schaefer is a Senior Vice President-Wealth Management and Private Wealth Advisor at UBS Financial Services, where they have worked since 2008. With 30 years of experience in helping clients navigate the complexities of exiting their businesses, Tom has developed a reputation for anticipating challenges and working collaboratively with clients' financial teams. Prior to joining UBS, Tom served as a Senior Vice President at Lehman Brothers from 1990 to 2008. Tom holds a Bachelor of Arts in Economics and Psychology from Emory University, earned in 1987.
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