PLEASE READ: Our firm has become aware of a financial fraud being perpetrated against unsuspecting people seeking to invest online in bank certificates of deposit (CDs). The fraudster has used a fake bank name that includes the word Universal in it.
Universal Advisory Services and its advisors offer wealth management services. We do not provide online banking services, nor do we offer CDs to the public. We recommend that anyone wishing to purchase a CD do so by visiting a physical, brick-and-mortar bank.
Please feel free to contact our firm and speak with one of our advisors if you have you any questions (505.856.5600).
For more information:
- https://www.depositaccounts.com/blog/fake-bank-website-pops-verifying-bank-website-address.html
- https://www.depositaccounts.com/blog/beware-fake-bank-websites-highrate-cds.html
Our team of professionals have decades of cumulative experience and are ready to help you meet your financial goals.
Kirk joined Universal Advisory Services in 1999 and presently serves as Chief Financial Officer and Chairman of the Investment Committee. His responsibilities include directing investment policy, overseeing client portfolios, and...
Austin serves as UAS' Chief Investment Officer. He started with UAS in 2005, and has over 14 years of experience advising families with financial complexity. His focus is working with business owners, medical specialists and corporate...
Joe is the founder of Universal Advisory Services. He is nationally recognized as one of the premier advisors to affluent families, corporate executives and professionals throughout the world. Worth Magazine chose Joe as one of the...
Kathy is instrumental in client administration and concierge services for UAS. She is in charge of our clients’ special events and for UAS events. Additionally, she coordinates client requests with the appropriate UAS staff and...
Isabella joined UAS in 2018 and has quickly become an integral part of UAS’ service team. Isabella brings a unique perspective, she was born and raised in Bogota, Colombia. In January 2016, she moved from Bogota, Colombia to...
Paula Calhoun
QuickBooks Pro Advisor - Supervisor of Client Bookkeeping & Administrator of Human Resources
505.856.7000
Paula oversees our Client Accounting Services and manages all of the Human Resources for UAS. Paula brings over 29 years of solid accounting experience, with expertise in payroll and payroll tax reporting. She has an extensive working...
Universal Advisory Services is pleased to have Pam Ritterbush as our Administrative Specialist. Pam is the first voice you will hear when you contact our office and she is truly a professional in welcoming callers and visitors to UAS....
