A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

woman telescope

Cassandra Marie Ducey, CFP

Financial Advisor

Cassandra joined UBS in June 2014 after receiving her M.B.A. from Quinnipiac University. With over seven years of experience in wealth management, she is well-versed in clients’ differing financial situations and goals. As a Certified Financial Planner® professional, Cassandra creates and implements financial plans for our clients and their families. She understands the importance of developing a financial plan in order to align a client’s goals and assets, and to create a road map for financial success. Her in-depth understanding of each client’s entire financial picture allows us to provide a better level of service. Prior to UBS, she worked with an independent advisor, gaining experience in the financial services industry while completing her M.B.A. studies.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • WA
  • WV

Education

  • M.B.A., Quinnipiac University
  • B.S. Finance, Quinnipiac University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
  • (203) 862-2112

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights