Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Antonio-Oliveira-Profile-Photo

    Antonio Oliveira

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • CA
    • CO
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    • DC
    • DE
    • FL
    • GA
    • IN
    • KY
    • LA
    • MA
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          500 Exchange Street
          Providence, RI 02903
        • Robert-DiColo-Profile-Photo

          Robert Dicolo

          Managing Director–Wealth Management

          Financial Advisor

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          • AK
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IN
          • KY
          • LA
          • MA
          • MD
          • ME
          • MN
          • MT
          • NC
          • NH
          • NJ
          • NM
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT

          Robert works with business owners, corporate executives and retirees to develop investment strategies and wealth management solutions tailored to their needs. He has been with UBS Financial Services Inc. for more than 27 years, guiding his clients through volatile market cycles and life's major events, including marital status changes, career changes, business successions and retirement. Robert's practice focuses on financial planning**, preservation of capital and generating steady streams of income. Robert co-authored a Business & Investing book entitled "Wealth Building."

          • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
          • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2019
            The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
          • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

              500 Exchange Street
              Suite 1210
              Providence, RI 02903

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            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.

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