Financial planning and beyond

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Bob Ryan has been advising clients on wealth management and investment strategies since 1991, which allows his clients the benefits of having seen many different market cycles. Bob helps affluent individuals and institutions manage their wealth, tax efficiencies, and portfolio risk.

Collectively with the team, Bob utilizes a 5 step financial planning approach that leverages the best in class resources available at UBS as well as outside the firm:

·         Discovery

·         Evaluate financial holdings

·         Address asset allocation and investment strategies

·         Provide tax efficiency

·         Propose financial plans

This approach helps meet client’s stated objectives with appropriate volatility while helping them achieve their specific goals.

Bob works with people who are going through significant life transitions- specifically Bob optimizes client cash flow management, investment and retirement planning, and succession planning. He advises clients in concentrated stock positions working towards a more balanced, diversified, and tax efficient approach.

Life outside UBS  

Bob and wife Rebecca have 3 children; Isabella, Thomas, and Devon as well as their dog Coco. Bob lives in Winchester and summer in Gloucester, MA.  When not working, he enjoys coaching basketball, participating in Chess and bridge clubs, playing golf, gardening, and biking.  Bob is active in the community and has served on the Board of Incorporators at the Woburn Boys and Girls Club since 1999 and has been a Board Member and Treasurer of Neurofibromatosis since 2008.

• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• University of Massachusetts- Lowell, B.A./B.S., Accounting, Minor in Computer Science

• Certified Investment Management Analyst® (CIMA®)
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Certified Private Wealth Advisor® (CPWA®)

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Hannah Doherty is a Certified Financial Planner™ professional and a First Vice President of Wealth Management with UBS Financial Services.  She takes a detailed approach to wealth management. Hannah has a thorough process focused on gaining a deep understand of her clients' personal and professional lives in order to provide personalized solutions and help clients make important well-informed life decisions. In other words, clients have clear insight into their overall progress and the steps needed to pursue their financial milestones.

Hannah utilizes the financial planning services offered at UBS and implements investment solutions for each clients' unique situation so they can have confidence around their financial well-being now and in their future. She focuses on all aspects of comprehensive wealth management including retirement planning, investment solutions, insurance strategies and multi-generational wealth transfer. As a result, clients are less distracted in daily fluctuations in the financial-market and gain time back to focus on the things they enjoy the most.

Life outside UBS  

Hannah and her husband, Kyle, live in Boxford, MA with their sons, Liam, Jack, and Edwin. She has served on the Big Sister Association Young Professional Board and enjoyed two years as a Big Sister mentoring a young girl in the greater Boston area. Hannah enjoys spending time with her family, being active and traveling.

• Saint Michael’s College, B.S., Business Administration

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Accredited Wealth Management Advisor℠ (AWMA®)

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Seth Albeck is a Senior Wealth Strategy Associate at UBS Financial Services. He began his career in 2010 when he joined the Maxim Group LLC in an advisory role. Seth quickly realized that his passion was to be able to help clients map their investments to align with their short and long term goals. In 2012, he joined The Argus Group whose planning based investment approach, of having clients identify their financial goals and building an investment portfolio to achieve those goals, matched that of his own.

Seth works in conjunction with Robert Ryan and Hannah Doherty in helping clients by focusing on learning about what is important to them today and their future, creating a personalized financial plan, illustrating the clients’ current probability of achieving their future financial aspirations, and advising them on ways to bridge the gap between their current needs and future goals.

One of his primary focuses is constructing investment portfolios with Robert Ryan and Hannah Doherty that align with the client’s financial plan and their goals. The main emphasis being on clients not taking any additional risk than is necessary and helping them to implement the portfolio in the most tax-efficient manner.

Life Outside UBS  

Seth grew up on Long Island before moving to Boston in 2012. In his spare time, Seth enjoys spending time with his golden retriever, Leia, watching movies, playing hockey and golf and is a big supporter of the New York Rangers, Yankees, and Green Bay Packers.

• The University of Delaware, B.S., Finance

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Frank Sullivan began his career in financial services in 2013 when he joined Morgan Stanley working in the operations division. In 2014, Frank joined The Argus Group as a Senior Client Associate at Morgan Stanley and continues to work with the team at UBS Financial Services. 

Frank leverages the world-class resources available at UBS Financial Services to provide clients with a great experience. He collaborates and listens carefully to clients ensuring clients are knowledgeable about the many services and features given their preferences while providing timely solutions to all of our client questions, requests, or immediate needs.     

Life Outside UBS  

Frank grew up in Middletown, NJ. He currently lives in South Natick, MA. Frank is married to Danielle and they have two sons Travis and Rory and two cats namely Jackson and Koal.  Away from the office, Frank enjoys playing hockey and golf, hiking, kayaking, gardening, and is an avid New York Rangers and Giants fan.

• Boston University, B.A./B.S., Marketing and Entrepreneurship