Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Mother child lying

Christopher Zito, CFP, CRPC

Senior Vice President–Wealth Management

Chris began his financial services career in 2001 and joined UBS in April of 2014. He works extensively with retirees, business owners and families in all aspects of wealth management – specifically investment diversification and asset allocation, retirement income planning, insurance needs analysis, long term care planning and liability management. He is a Certified Financial Planner ™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC®) and has a Portfolio Manager designation with UBS. He holds his Series 7 and 66 securities licenses, as well as life, accident and health insurance licenses. He graduated from Hartwick College where he earned a B.A in business management. Chris lives in Ballston Spa with his wife Meghan and three children Anna, Margaret and Thomas.

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • GA
  • HI
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A in Business Management, Hartwick College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
  • Portfolio Manager
One Broad Street Plaza
2nd Floor
Glens Falls, NY 12801
  • (518) 743-2047

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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.

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A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

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UBS is a world-leading wealth manager

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