Senior Wealth Strategy Associate
Susan M. Brown has been in the financial services industry since 2006. Susan is a magna cum laude graduate of The University at Albany, with a Bachelor of Arts degree in Mathematics and Masters of Business Administration. Susan's role is to assist with the financial planning process with clients, reviewing such topics as retirement planning, asset allocation, investment management and insurance needs. Susan also collaborates with the team in analyzing portfolios and presenting investment solutions tailored to clients’ individual portfolios. She assists the team in the security selection of managed equity strategies and is responsible for the monitoring of mutual fund portfolios.
Professional Experience
Education
Personal & Community
Licenses
Education
Credentials
Senior Wealth Strategy Associate
Susan M. Brown has been in the financial services industry since 2006. Susan is a magna cum laude graduate of The University at Albany, with a Bachelor of Arts degree in Mathematics and Masters of Business Administration. Susan's role is to assist with the financial planning process with clients, reviewing such topics as retirement planning, asset allocation, investment management and insurance needs. Susan also collaborates with the team in analyzing portfolios and presenting investment solutions tailored to clients’ individual portfolios. She assists the team in the security selection of managed equity strategies and is responsible for the monitoring of mutual fund portfolios.
Professional Experience
Education
Personal & Community
Licenses
Education
Credentials
Senior Client Associate
Education
Senior Client Associate
Education
Financial Advisor
Rachel Quinn joined our team in August 2022. A graduate of Babson College, where she earned a Bachelor of Science degree in Business Administration/Marketing, Rachel previously was the Director of Sales and Marketing at Vision Government Solutions. In that role, she worked closely with government officials at the state and local level to improve efficiency in their operations. Rachel will bring that same problem-solving experience to our team by focusing on how we can best serve our clients, provide timely updates to keep clients fully informed, and by sharing our commitment to providing the very best planning and investment experience to our clients. She will also focus on expanding our outreach to the next generation of our client families. Rachel shares her team’s commitment to community reinvestment and making a positive impact in our communities, and actively volunteers for several not-for-profit organizations, including the Greater Boston Food Bank, American Red Cross, and Boston Cares.
Professional Experience
Education
Licenses
Financial Advisor
Rachel Quinn joined our team in August 2022. A graduate of Babson College, where she earned a Bachelor of Science degree in Business Administration/Marketing, Rachel previously was the Director of Sales and Marketing at Vision Government Solutions. In that role, she worked closely with government officials at the state and local level to improve efficiency in their operations. Rachel will bring that same problem-solving experience to our team by focusing on how we can best serve our clients, provide timely updates to keep clients fully informed, and by sharing our commitment to providing the very best planning and investment experience to our clients. She will also focus on expanding our outreach to the next generation of our client families. Rachel shares her team’s commitment to community reinvestment and making a positive impact in our communities, and actively volunteers for several not-for-profit organizations, including the Greater Boston Food Bank, American Red Cross, and Boston Cares.
Professional Experience
Education
Licenses
Client Associate
Carol A. Nieckarz has been in the financial services industry 1997 - 2017, and 2022 to present. Carol is a magna cum laude graduate of Siena College, with a Bachelor of Arts degree in Business Administration/Accounting.
Professional Experience
Education
Personal & Community
Client Associate
Carol A. Nieckarz has been in the financial services industry 1997 - 2017, and 2022 to present. Carol is a magna cum laude graduate of Siena College, with a Bachelor of Arts degree in Business Administration/Accounting.
Professional Experience
Education
Personal & Community
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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