Let's move forward. Together.

Mother Daughter meeting

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Mountains road

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.

  • Carl Aloupis Profile Photo

    Carl Aloupis

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • KS
    • MA
    • MD
    • ME
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    Now in his 25th year in the financial services industry, Carl seeks to support you across your multi-dimensional financial life: your family, your career, your business, and your legacy.  He applies a conscientious approach to financial planning, risk mitigation, and comprehensive portfolio management.

    Carl understands the balance of building capital while preserving hard-earned assets, and he believes the key components of a prosperous relationship are accessibility and tangibility.

    In 2016 he and Jonathan G. Moore, CFP®, established Aloupis-Moore Wealth Management and, in 2022, they formed William Street Wealth Management Group. 

    With a meticulous and methodical approach, Carl evaluates purposeful strategies in relation to big-picture contexts for your current and future needs.

    Carl is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA series 7, 63, 66, 9, and 10 securities licenses.  He has mentored countless advisors in the New England region.

    Prior to joining UBS, Carl spent nearly 14 years at Fidelity Investments and was a Vice President/Senior Account Executive in their Private Client Group.  He graduated cum laude from Framingham State University (Framingham, MA).

    Carl and his wife, Margaret, have two children and reside in Shrewsbury, MA.  In his free time, Carl coaches his children's youth sports teams.  He also enjoys golf, physical fitness, history, and spending time with his family. 

      • Framingham State University, Bachelor of Arts degree
      • CERTIFIED FINANCIAL PLANNER™
      • Portfolio Manager
      55 William Street
      3rd Floor
      Wellesley, MA 02481
      carl.aloupis@ubs.com
      Carl Aloupis
      55 William Street,Wellesley,MA,02481
    • Jonathan Moore Profile Photo

      Jonathan Moore

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IL
      • KS
      • MA
      • MD
      • ME
      • MN
      • MO
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA

      Jon is co-founder of Aloupis - Moore Wealth Management.  He dedicates his time meeting with individuals, families and business owners; helping them craft their unique financial plans. Prior to joining UBS in 2014, Jon worked for over 10 years at Fidelity Investments. He was educated in Massachusetts, first graduating from UMass-Amherst followed by Clark University where he earned a Finance MBA. Jon and his wife Megan are currently raising their two children in Ashland, MA. Like many people, Jon belongs to a family that has experienced financial challenges, and that is why he embraced a career that allows him to help others plan for a better financial future.  In his spare time Jon is a member of the Town of Ashland Finance Committee.

      • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

      • University of Massachusetts, Amherst, Social & Behavioral Sciences
      • Clark University (Worcester, MA), MBA in Finance & Management
      • CERTIFIED FINANCIAL PLANNER™
      • Portfolio Manager
      55 William Street
      3rd Floor
      Wellesley, MA 02481
      jonathan.moore@ubs.com
      Jonathan Moore
      55 William Street,Wellesley,MA,02481

    Why does A.I. in space matter?

    Outlook on interest rates

    Tree

    UBS and Credit Suisse—stronger than ever

    Global Wealth Report 2024

    Crafted wealth intelligence

    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

    Gain additional insights into the trends shaping wealth in the US and around the world.

    Download the report

    A leader in wealth management

    Backed by the strength of our parent company, UBS AG

    $5.8+ trn

    UBS Group invested assets
    As of 03/31/2024

    51 countries

    Our global footprint

    Global leader

    UBS is a leading and truly global wealth manager

    Insights