How can you pursue what matters most?

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.

Andrew Bassock

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WV
Andy has been a Financial Advisor with the Firm since 1999. Before joining UBS, he worked as an Assistant District Attorney in Boston, Massachusetts. Andy graduated from the University of Pennsylvania in 1990 and obtained his Juris Doctor degree from Suffolk University School of Law in 1995. He also earned his Master of Business Administration degree from the University of Connecticut in 2008. Andy is the President Emeritus of the Hartford Penn Club, which he revitalized in 2005. In 2008 he earned the designation of Wealth Advisor from UBS.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Pennsylvania
- Suffolk University School of Law, Juris Doctor
- University of Connecticut, Master of Business Administration
- Senior Portfolio Manager
- Wealth Advisor
One State Street
Suite 1600
Hartford, CT 06103

andrew.bassock@ubs.com

Andrew Bassock

One State Street,Hartford,CT,06103
Matthew Bragg

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WV
Matt joined the Firm as a Financial Advisor in 1996. He works closely with clients to understand their life goals and create a customized financial plan to achieve them. Prior to joining UBS, he studied mechanical engineering at the University of Massachusetts. Matt holds Series 7, 63 and 65 licenses, as well as fixed and variable annuities, and long-term care insurance licenses. He earned the UBS Wealth Advisor designation in 2008.

Matt serves as Treasurer on the Board of Directors for Playhouse on Park, a non profit theatre group in West Hartford. He resides in West Hartford with his daughter, Sydney.
- University of Massachusetts, Mechanical Engineering
- Senior Portfolio Manager
- Wealth Advisor
One State Street
Suite 1600
Hartford, CT 06103

matthew.bragg@ubs.com

Matthew Bragg

One State Street,Hartford,CT,06103
Carrie McGurkin

Authorized Officer

Senior Client Associate
View bio
- AZ
- CA
- CT
- FL
- HI
- MA
- NV
- PA
- SC
Carrie is a Senior Registered Client Associate. With over thirty years of experience, Carrie's focus is providing quality client service and administrative support to our clients. She began her career at E.F. Hutton and also worked at Kidder, Peabody. Previous positions include Branch Administrative Manager and Assistant to a Managing Director heading a team responsible for overseeing various companies' Employee Stock Option Plans throughout the country. Carrie spends most of her time in Rhode Island with family and dogs, Zelda and Bulleit.
One State Street
Suite 1600
Hartford, CT 06103

carrie.mcgurkin@ubs.com

Carrie McGurkin

One State Street,Hartford,CT,06103

Andrew Bassock

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WV
Andy has been a Financial Advisor with the Firm since 1999. Before joining UBS, he worked as an Assistant District Attorney in Boston, Massachusetts. Andy graduated from the University of Pennsylvania in 1990 and obtained his Juris Doctor degree from Suffolk University School of Law in 1995. He also earned his Master of Business Administration degree from the University of Connecticut in 2008. Andy is the President Emeritus of the Hartford Penn Club, which he revitalized in 2005. In 2008 he earned the designation of Wealth Advisor from UBS.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Pennsylvania
- Suffolk University School of Law, Juris Doctor
- University of Connecticut, Master of Business Administration
- Senior Portfolio Manager
- Wealth Advisor
One State Street
Suite 1600
Hartford, CT 06103

andrew.bassock@ubs.com

Andrew Bassock

One State Street,Hartford,CT,06103
Matthew Bragg

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WV
Matt joined the Firm as a Financial Advisor in 1996. He works closely with clients to understand their life goals and create a customized financial plan to achieve them. Prior to joining UBS, he studied mechanical engineering at the University of Massachusetts. Matt holds Series 7, 63 and 65 licenses, as well as fixed and variable annuities, and long-term care insurance licenses. He earned the UBS Wealth Advisor designation in 2008.

Matt serves as Treasurer on the Board of Directors for Playhouse on Park, a non profit theatre group in West Hartford. He resides in West Hartford with his daughter, Sydney.
- University of Massachusetts, Mechanical Engineering
- Senior Portfolio Manager
- Wealth Advisor
One State Street
Suite 1600
Hartford, CT 06103

matthew.bragg@ubs.com

Matthew Bragg

One State Street,Hartford,CT,06103
Carrie McGurkin

Authorized Officer

Senior Client Associate
View bio
- AZ
- CA
- CT
- FL
- HI
- MA
- NV
- PA
- SC
Carrie is a Senior Registered Client Associate. With over thirty years of experience, Carrie's focus is providing quality client service and administrative support to our clients. She began her career at E.F. Hutton and also worked at Kidder, Peabody. Previous positions include Branch Administrative Manager and Assistant to a Managing Director heading a team responsible for overseeing various companies' Employee Stock Option Plans throughout the country. Carrie spends most of her time in Rhode Island with family and dogs, Zelda and Bulleit.
One State Street
Suite 1600
Hartford, CT 06103

carrie.mcgurkin@ubs.com

Carrie McGurkin

One State Street,Hartford,CT,06103

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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A leading global wealth manager

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

How can you pursue what matters most?

Pursuing your goals together

Andrew Bassock

Matthew Bragg

Carrie McGurkin