$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Vice President–Wealth Management
Financial Advisor
With more than 29 years in the industry, I offer you a seasoned professional who is competent to assist you in making life-changing financial decisions. I was born and raised in Narragansett, RI and graduated from the University of Massachusetts-Amherst with a B.S. in Industrial Engineering. My professional credentials include General Securities Representative, Managed Futures Agent, Investment Advisorship and Life/Health Insurance Agent. My wife, Kimberly, and I reside in Sandwich, MA with our two children Jake and Madison.
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager