Sarah Grace Beatty

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2026 → Present
  Ubs Financial Services Inc.
  Dallas, TX
• 05/2024 → 08/2024
  Pk Financial Strategies Llc
  Phoenix, AZ
• 05/2023 → 08/2023
  C.O.R.E Marketing Inc.
  Scottsdale, AZ
• 05/2022 → 08/2022
  C.O.R.E Marketing Inc.
  Scottsdale, AZ
• 08/2024 → 12/2025
  University Of Arizona
  Tucson, AZ
• 08/2023 → 05/2024
  University Of Arizona
  Tucson, AZ
• 08/2022 → 05/2023
  University Of Arizona
  Tucson, AZ
• 08/2021 → 05/2022
  University Of Arizona
  Tucson, AZ
• 08/2017 → 08/2021
  Notre Dame Preparatory High School
  Scottsdale, AZ
• 08/2014 → 08/2017
  Rancho Solano Preparatory School
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-11-13