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.

Windmill

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
    • AL
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MN
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    • NJ
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    • NY
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    • RI
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    • Forbes Best-in-State Wealth Advisors, 2024The 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
        Providence, RI 02903
        antonio.oliveira@ubs.com
        Antonio Oliveira
        500 Exchange Street,Providence,RI,02903
      • Robert-DiColo-Profile-Photo

        Robert Dicolo

        Managing Director–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IN
        • KY
        • LA
        • MA
        • MD
        • ME
        • MN
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OH
        • 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
            robert.dicolo@ubs.com
            Robert Dicolo
            500 Exchange Street,Providence,RI,02903
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          Turn possibilities into a plan

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          A leading global wealth manager

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          The first 100 days

          Is your portfolio ready?

          In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

          We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

          A leader in wealth management

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          $5.9+ trn

          UBS Group invested assets
          As of 06/30/2024

          51 countries

          Our global footprint

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          UBS is a leading and truly global wealth manager

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