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
  • CO
  • CT
  • FL
  • KY
  • MA
  • ME
  • NC
  • NE
  • NH
  • NJ
  • NY
  • PA
  • RI
  • SC
  • 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

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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