How can you pursue what matters most?

Oculus

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

    Andrew Bassock

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NM
    • 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.

      • 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
    • Matthew Bragg

      Matthew Bragg

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • IL
      • MA
      • MD
      • ME
      • MI
      • MO
      • NC
      • NH
      • NJ
      • NM
      • 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
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        Carrie McGurkin

        Authorized Officer

        Senior Client Associate

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        • 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

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            UBS and Credit Suisse—stronger than ever

            Managing wealth is our craft

            We’re committed to understanding what wealth means for you.

            At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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