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
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA

    California State Insurance License #0D07811

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

          Diane Burchell

          Client Associate Senior

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                  709 Westchester Avenue
                  Suite 400
                  White Plains, NY 10604

                Focus on liquidity management

                CIO House View monthly livestream

                Tree

                UBS and Credit Suisse—stronger than ever

                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

                $3.9 trillion

                In invested assets globally 
                As of 12/31/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager