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
  • MA
  • MD
  • ME
  • MI
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WY

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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The Year Ahead - Sustainable Investing

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.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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