Keep on track with the right financial advice

The importance of choosing the right advisor

Two people beach cleanup

Christopher Taylor Gallo, CFP, CIMA, CPWA

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

Chris began locally in the financial services industry after graduating from UC Santa Barbara in 1992. After 23 years at Merrill Lynch, he recently moved his practice to UBS Financial Services to better serve his clientele. His philosophy and service model is simple: work with individuals of significant wealth to pursue their unique financial goals.

Chris employs a deliberate financial process combined with exemplary service to simplify the financial lives of high net worth clients. Although clients often enjoy similar wealth, their needs and goals are diverse and include income planning for retirement, estate planning strategies, and tax minimization. Then he develops investment strategies that leverage the broad array of offerings at UBS.

As a wealth management advisor, he works hard to earn clients’ trust and is committed to optimizing their resources to make the most of what they have.

Registered States:
  • CA
  • CO
  • CT
  • HI
  • IN
  • MA
  • MD
  • NC
  • NY
  • OH
  • OR
  • TX
  • WA

Education

  • Bachelors of Arts, English, UC Santa Barbara

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Certified Investment Management Analyst®
  • CERTIFIED FINANCIAL PLANNER™
222 East Carrillo Street
Suite 106
Santa Barbara, CA 93101
  • (805) 730-3425

Email Me

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Jennifer Boisky

    Senior Client Associate

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    • CA
    • CO
    • CT
    • FL
    • ID
    • MI
    • NV
    • VA
    • WA

          222 East Carrillo Street
          Suite 106
          Santa Barbara, CA 93101

        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.

        Insights

        Investment management

        Investment management

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        #1

        Global Equity Research 

        Institutional Investor, 2021 Global Rankings

        #1

        for High Net-Worth clients

        Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022