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
      • DC
      • 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

            What did the Fed say?

            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.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

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