UBS Global Wealth Management US has appointed two new Market Directors in the San Diego region, reflecting UBS’s continued investment in leadership, client relationships, and advisor growth in the Southern California market.
DeAnne Steele will lead the Carmel Valley and Rancho Bernardo offices, and George Towers III will lead the La Jolla and Downtown San Diego offices.
“With extensive financial industry experience, both DeAnne and George bring leadership, vision, and client-centric strategies to their new roles,” said Justin Frame, Pacific Desert Market Head at UBS. “I am confident that they will further enhance our capabilities and engagement across the San Diego region.”
DeAnne is a seasoned financial executive with a career spanning brokerage, fiduciary, and private banking platforms. She most recently led financial advisors across multiple offices for Merrill Lynch in Texas and California. Prior to that, she held various strategy-focused roles at Bank of America Private Bank. DeAnne holds an MBA in Finance from UCLA Anderson and dual undergraduate degrees in English and Political Science from UCLA. She also holds the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst (CAIA) designations.
George steps into his role as Market Director after serving as Associate Market Executive for the Pacific Desert Market at UBS. His career trajectory began in ministry before he transitioned to wealth management, applying his people-first approach to financial planning at UBS. George earned his degree in Finance and Economics from the University of Denver and holds the Accredited Wealth Management Advisor (AWMA) designation.
Notes to Editors: Bios available upon request
Discover the latest trends and insights—explore the Business Insights Journal for up-to-date strategies and industry breakthroughs!
