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$7 trn
UBS Group invested assets
As of 12/31/2025
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
As a seasoned Financial Advisor, with more than 37 years in the industry, I am well prepared to assist you in making the best possible 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 Advisor and Life/Health Insurance Agent. My wife, Kimberly, and I reside in Barnstable, MA. Our two grown children, Jake and Madison, live and work in the Boston area.
Education
Vice President–Wealth Management
Financial Advisor
As a seasoned Financial Advisor, with more than 37 years in the industry, I am well prepared to assist you in making the best possible 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 Advisor and Life/Health Insurance Agent. My wife, Kimberly, and I reside in Barnstable, MA. Our two grown children, Jake and Madison, live and work in the Boston area.
Education
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
