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During a challenging financial environment, it’s especially important to stay focused on your goals. One way is to conduct a comprehensive review of your portfolio and your objectives. As a Financial Advisor, I have the resources to provide an objective view of your assets and liabilities, and to help point out areas that may benefit from repositioning.
Yeena Liu
Yeena Liu
Vice President - Investments
Advisory & Brokerage Services
  • Chartered Retirement Plans Specialist (CRPS)
11200 Rockville Pike
Suite 200
Rockville, MD 20852
301-255-1046
800-305-4443 ext. 1046
301-230-6222 fax
yeena.liu@ubs.com
Managing Wealth


Planning for Sustainable Income
Pursuing Your Vision
Protecting & Transferring Wealth

News

UBS Global Asset Management U.S. Money Market Funds: Statement following Lehman Brothers Chapter 11 filing  (98kb)
UBS Global Asset Management: Status of its U.S. Taxable Money Market Funds  (103kb)
UBS says costs of closing out Lehman Brothers exposures below $300 million

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Corporate Profile CorporateProfile.pdf
Individual Investor Profile ind_investorprofile.pdf
Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

Spotlight Articles

UBS Research Report: Uncharted Territory  (109kb)
Market Outlook: Ingenuity boosting efficiency UBS Market Outlook (147kb)

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