A plan for today, tomorrow and generations to come

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Allen Belice Profile Photo

    Allen Belice

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • PA
    • SC
    • TN
    • VA
    • VT
    • WV

    Allen began his career in 1990 with a major financial services firm.  Over the past 30 years, Allen has successfully helped individuals manage their wealth through good times and bad.  He joined UBS in 2004 after a long search for a firm and platform that would provide the best resources for himself and his clients.

    He and his team members take their clients through an overall financial planning process that strives to provide the best solutions for what is most important to them.  This includes but is not limited to portfolio management, retirement planning as well as estate and insurance planning.

    In 2018, he was honored to receive the title of Endowment & Foundation Consultant for UBS for the state of Pennsylvania.  This has given him the opportunity to begin helping small non-profit organizations by providing a high level of Institution Consulting previously only available to very large organizations. Most recently, Allen obtained his CEPA® designation specializing in business transitions.  

    He and his wife, Michele, are lifelong members of the Pittsburgh community and currently live in the south hills area.  In addition to his career, he is actively involved in the American Cancer Society, Animal Friends and the Western PA Humane Society.  Most of his free time is spent training and competing in triathlons.  He and his wife enjoy traveling and spending time with their dogs.

    Professional Experience

    • UBS Financial Services, Senior Vice President Wealth Advisor: October 2004 - Present
    • Morgan Stanley Smith Barney, Financial Consultant: June 1990 - October 2004

      • University of Pittsburgh, B.A. in Economics and Business
      • Certified Exit Planning Advisor
      500 Grant Street
      BNY Mellon Center
      Pittsburgh, PA 15219
    • Kaitlyn Leininger Profile Photo

      Kaitlyn Leininger

      Client Associate

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      • CA
      • CO
      • CT
      • FL
      • GA
      • IA
      • IL
      • IN
      • MA
      • MD
      • NC
      • NJ
      • NY
      • OH
      • PA
      • SC
      • TN
      • TX
      • VA
      • WV

      Kaitlyn started supporting Allen Belice as a Registered Client Service Associate in May of 2019. She has been with UBS since December of 2018. Kaitlyn's focus is on client service; she is available to assist clients with account related questions and transactions. She holds her Series 7 and 66 licenses as well as her health and life insurance licenses. Kaitlyn also assists with trading support. Kaitlyn obtained her Certified Financial Planner designation in March of 2021. Most recently, she obtained her CEPA® certification to specialize in business transitions. Kaitlyn graduated from Penn State's Smeal College of Business with a degree in finance. Growing up in the North Hills, she is a Pittsburgh native. Kaitlyn supports Vitalant, a nonprofit blood donation center, and Penn State's Dance Marathon which helps fight childhood cancer. In her free time, she enjoys the outdoors, traveling, and spending time with her family and friends.  

      Professional Experience

      • UBS Financial Services Inc., Registered Client Service Associate: December 2018- Present
      • BNY Mellon, Client Processing Analyst: June 2018- December 2018

        • The Pennsylvania State University's Smeal College of Business, B.S. in Finance
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Exit Planning Advisor
        500 Grant Street
        BNY Mellon Center
        Pittsburgh, PA 15219

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      Retirement planning

      Retirement planning

      Multigenerational planning

      Multigenerational planning

      Legacy—Wealth for others

      For needs that go beyond your own—to help you improve the lives of others

      What will your legacy be?
      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

      Learn more at ubs.com/wealthway.

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      As of 06/30/2022

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