Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Mother daughter on couch

Denise Kowalewski, CRPC

Vice President–Wealth Management

Financial Advisor

In 1997, Denise joined Dean Witter Reynolds to become a Financial Advisor. After many years, Denise is now a Vice President with UBS Financial Services in Providence, Rhode Island. She has also obtained the designation of Chartered Retirement Planning Counselor (CRPC®) and works with her clients to develop investment strategies and wealth management solutions tailored to their needs.

Registered States:
  • AL
  • CT
  • DE
  • FL
  • IL
  • KS
  • KY
  • MA
  • MD
  • ME
  • NE
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • VA

Education

  • Bachelor's Degree in Management, Rhode Island College
  • Master of Business Administration in Management, Bryant College

Credentials

  • Chartered Retirement Planning Counselor
500 Exchange Street
Suite 1210
Providence, RI 02903
  • (401) 455-6739

Email Me

Focus on liquidity management

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights