Let's move forward. Together.

Peter and Diane w/ background

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.

Adult couple on cell phone

  • Peter Burchell

    Peter Burchell

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IN
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OR
    • PA
    • TN
    • TX
    • VA
    • VT
    • WA

    California State Insurance License #0D07811

          709 Westchester Avenue
          Suite 400
          White Plains, NY 10604
        • Diane Burchell

          Diane Burchell

          Senior Client Associate

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                  709 Westchester Avenue
                  Suite 400
                  White Plains, NY 10604

                Focus on liquidity management

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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.

                Backed by the strength of UBS

                A global leader in wealth management

                $5+ trillion

                In invested assets globally 
                As of 11/07/2023

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager