Vice President–Wealth Management
Financial Advisor
Susan's career as a Financial Advisor began in 1983 when she joined PaineWebber, prior to the merger with UBS Financial Services Inc. In 1987 she received her CERTIFIED FINANCIAL PLANNER (CFP®) designation from the Certified Financial Planner Board of Standards. As a part of the Adeletti & Dowling Financial Group, her team works with high net worth clients and not-for-profit organizations to provide financial advice and expertise to help them achieve their financial goals. Susan holds Series 7, 63, 65 Securities Licenses and Life, Health and Long-Term Care Licenses. She received her A.S. Degree from Endicott College and a B.S. Degree in Business Administration from the University of New Haven, cum laude.
Susan volunteers on and has been appointed to various Boards and Commissions in her Community. In addition, she is current President of the Endicott Alumni Council and member since 2013. She is also a member of Endicott Board of Trustees. Susan has been a licensed foster parent through the Dept. of Children and Families in Connecticut since 2005.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Susan's career as a Financial Advisor began in 1983 when she joined PaineWebber, prior to the merger with UBS Financial Services Inc. In 1987 she received her CERTIFIED FINANCIAL PLANNER (CFP®) designation from the Certified Financial Planner Board of Standards. As a part of the Adeletti & Dowling Financial Group, her team works with high net worth clients and not-for-profit organizations to provide financial advice and expertise to help them achieve their financial goals. Susan holds Series 7, 63, 65 Securities Licenses and Life, Health and Long-Term Care Licenses. She received her A.S. Degree from Endicott College and a B.S. Degree in Business Administration from the University of New Haven, cum laude.
Susan volunteers on and has been appointed to various Boards and Commissions in her Community. In addition, she is current President of the Endicott Alumni Council and member since 2013. She is also a member of Endicott Board of Trustees. Susan has been a licensed foster parent through the Dept. of Children and Families in Connecticut since 2005.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Steve began his career as an advisor in the financial services industry with IDS Financial Services in 1986. In 1987 he joined PaineWebber Inc., prior to the merger with UBS Financial Services Inc. and has over 30 years of experience helping clients achieve their financial goals. As a part of the Adeletti & Dowling Financial Group, Steve and his team work closely with high net-worth individuals, corporations and not-for-profit organizations in order to define each client's objectives and structure portfolios aimed to meet those needs.
Steve holds a Series 7, 63 and 65 securities licenses as well as Life and Health licenses. He attended the University of Massachusetts/Amherst and American International College earning a B.S. degree in Business Administration- cum laude. When outside the office, Steve is an active participant in his community, volunteering his time to Little League Baseball, Boy Scouts of America and various Nature Conservancy groups.
Education
Vice President–Wealth Management
Financial Advisor
Steve began his career as an advisor in the financial services industry with IDS Financial Services in 1986. In 1987 he joined PaineWebber Inc., prior to the merger with UBS Financial Services Inc. and has over 30 years of experience helping clients achieve their financial goals. As a part of the Adeletti & Dowling Financial Group, Steve and his team work closely with high net-worth individuals, corporations and not-for-profit organizations in order to define each client's objectives and structure portfolios aimed to meet those needs.
Steve holds a Series 7, 63 and 65 securities licenses as well as Life and Health licenses. He attended the University of Massachusetts/Amherst and American International College earning a B.S. degree in Business Administration- cum laude. When outside the office, Steve is an active participant in his community, volunteering his time to Little League Baseball, Boy Scouts of America and various Nature Conservancy groups.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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