Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Boston Skyline #2

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.

LMV Team Outside

Little McLeod Valentine Wealth Management Group

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.

  • Stuart Mcleod Profile Photo

    Stuart McLeod, CEPA

    Senior Vice President–Wealth Management

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    • AL
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    • DC
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    Stuart joined a predecessor firm of UBS Financial Services in 1991 to serve the needs of high net worth clients and formed the Little, McLeod, Valentine Wealth Management Group. 

    In addition to being able to deliver the breadth of resources of UBS, he takes a collaborative approach with leading attorneys and tax advisors to provide the team's business owners, high net worth clients and their families with comprehensive solutions to their estate planning needs. Stuart's knowledge and experience of customized investment solutions, portfolio management, and individualized wealth planning ensures the client receives a comprehensive wealth management experience in pursuit of their long term goals and wishes.

    Stuart has worked with business owners throughout his career to assist them strategically with liquidity events and pre-sale planning. In 2019, Stuart became president of the Exit Planning Institute’s Greater Boston Chapter, whose sole focus is to create timely and pertinent content and education to help business owners and the professionals that serve them, accelerate the value of their business and improve the outcome when an owner decides to transition their business at some future date.

    Stuart has three children, two of which are in college and a recent graduate who works in Boston. He lives in Needham, MA with his wife and two dogs. He is lifetime boater and has completed the Marion to Bermuda offshore race three times. While sailing is a passion, Stuart's greatest joy is spending time with his family and friends on Cape Cod.

    Accomplishments:

    • UBS President's Council
    • Certified Exit Planning Advisor, (CEPA)

    Education:

    • B.A. Clark University, 1984

    Personal & Community:

    • Alzheimer's Association Board MA/NH– Finance Committee & Legislative Advocate.   Founder 2017– The Washburn Challenge- An Alzheimer's "Longest Day" event. In 2019, The Washburn Challenge, was the 3rd largest fundraising event in the country for the Alzheimer's Association's "Longest Day". 

      • Clark University, B.A.
      • Certified Exit Planning Advisor
      One Post Office Square
      32nd and 33rd floors
      Boston, MA 02109
    • Camille Valentine Profile Photo

      Camille Valentine

      Senior Vice President–Wealth Management

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      • AZ
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      • KS
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      Ms. Valentine is a seasoned investment professional. She has spent years refining her skills to better serve the total wealth management needs of successful individuals and their families. She began her career at two Wall Street firms where she gained extensive experience evaluating stocks, options and bonds in an institutional trading environment. Camille has a passion for investments and uses her expertise in point and figure technical analysis to build investment portfolios. She tracks the team's stock positions daily for important changes in fundamentals or technical trends. Working closely with the firm's bond research department and regional trading desks, she uses her extensive experience in the municipal bond markets to build the teams' custom laddered bond portfolios.

      Camille is actively involved in her community by serving in leadership positions for a number of philanthropic groups in Boston. Ms. Valentine is Co-Chair of the Women Fighting Hunger initiative for the Greater Boston Food Bank. She has served in a variety of roles to support the Justine Lee Miff Fund, a major endowment to restore and maintain the 1,100 acres of public land in the Emerald Necklace park system. Additionally, she is a former member of the Board of Advocates at the Connors Center for Women's Health & Gender Biology at Brigham Health.

      Camille resides in Charlestown and enjoys traveling with her two daughters. 

      Accomplishments:

      • UBS President's Council 
      • UBS Aspire Award, (2019)
      • UBS New England Region Community Service Award, (2014)
      • Greater Boston Food Bank, Founder’s Award Recipient, (2020)

      Education:

      • Master of Business Administration, Babson College Graduate School of Business, 1995
      • B.A. Smith College, 1985

      Personal & Community:

      • Greater Boston Food Bank, Board of Advisors, (2020 – Present)
      • Greater Boston Food Bank, Co-Chair Women Fighting Hunger, (2018- Present)
      • Liff Committee, Former Vice Chair, Party in the Park, Emerald Necklace Conservancy, (2010-present)
      • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
      • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.
      • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

      • Babson College Graduate School of Business, Master of Business Administration
      • Smith College, B.A.
        One Post Office Square
        32nd and 33rd floors
        Boston, MA 02109
      • Joseph Aceto Profile Photo

        Joseph Aceto, CFP CRPC

        Vice President–Wealth Management

        CERTIFIED FINANCIAL PLANNER™

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        Mr. Aceto came to UBS in 2011 from Morgan Stanley with 6 years of experience in wealth management. As a CERTIFIED FIANCIAL PLANNERTM and Chartered Retirement Planning Counselor (CRPC®), he leverages his background in retirement planning to build sophisticated financial strategies to help clients fulfill their cash-flow needs and long term goals. He also plays an important role in assisting with the team's investment management process and ensuring our clients have adequate insurance coverage for their family. Joe also works with the team's business owner clients to provide transition planning advice as a liaison to UBS Investment Bank and affiliate boutique partners.


        Joe is a graduate of Stonehill College with a Bachelor of Arts in Economics including studies abroad at Griffith University in Queensland, Australia. He is committed to community service, volunteering for various organizations in the Boston area. He has been an active participant in Community Servings annual Pie in the Sky fundraiser to provide critically-ill clients a medically tailored meal delivered to their home. Our team has also led a volunteer day at the Greater Boston Food Bank to sort and package food for delivery. He is an active member of the Business Visiting Committee at Stonehill College which helps shape the vision for the business program.

        Joe resides in Andover with his wife and two children.

        Accomplishments:

        • CERTIFIED FINANCIAL PLANNERTM
        • Chartered Retirement Planning Counselor (CRPC®)

        Education:

        • B.A., Stonehill College- Economics, (2005)
        • Griffith University, Queensland Australia, (2004)

        Personal & Community:

        • Community Servings- Annual Pie in the Sky Fundraiser, (2008- Present)
        • Stonehill College Business Visiting Committee Member, (2014-Present)
        • Greater Boston Food Bank, Annual Volunteer, (2016- Present)

         

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The 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.

        • Stonehill College, B.A. Economics
        • Griffith University
        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Retirement Planning Counselor℠
        One Post Office Square
        32nd and 33rd floors
        Boston, MA 02109
      • Rina Zappala Profile Photo

        Rina Zappala

        Senior Client Associate

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          Rina has been with our team since she joined UBS in 1993. Prior to joining UBS, she was the Executive Assistant to the Senior Vice President of Computer Operations at Shawmut Bank for 11 years after a three year stint in their International Division. Rina's expertise in client service and communication is unparalleled.

          She has been married for over 30 years and has two adult children. Rina lives with her husband, Alfio, in Medford just outside of Boston.

                One Post Office Square
                32nd and 33rd floors
                Boston, MA 02109
              • Nick Pappas

                Nicholas Pappas, CFP AWMA

                Wealth Strategy Associate

                CERTIFIED FINANCIAL PLANNER™

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                • AZ
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                Nick joined the team in 2018 as a Registered Client Service Associate. He handles all aspects of operational, administrative, and service-related needs of clients and their families. Nick is also the primary point of contact for the many banking needs of the team's clients. Prior to joining UBS, he graduated from Flagler College in St. Augustine, Florida with a B.A. in Finance and Business Administration. Nick is a CERTIFIED FINANCIAL PLANNERTM . He additionally holds the Accredited Wealth Management Advisor (AWMA®) designation, and both Series 7 and Series 66 licenses.

                    • CERTIFIED FINANCIAL PLANNER™
                    • Accredited Wealth Management Advisor℠
                    One Post Office Square
                    32nd and 33rd floors
                    Boston, MA 02109

                  The proof is in our numbers

                  30

                  Years in business as a team

                  $1.6 Billion

                  Assets under management


                  A focus on personalized access and service

                  Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                  Multigenerational families

                  Multigenerational families

                  Helping women take charge

                  Helping women take charge

                  Advice for business owners and entrepreneurs

                  Advice for business owners and entrepreneurs

                  Selling your business: Proceed with passion

                  UBS Business Transition Services can help unlock the possibilities

                  Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  Best

                  Global private bank services, 2016-2022
                  Euromoney Private Banking and Wealth Management Survey, 2022

                  #1

                  Global Equity Research 

                  Institutional Investor, 2021 Global Rankings

                  Global leader

                  UBS is a world-leading wealth manager