Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
I began my career in 1982 at Merrill Lynch. Ever since, I have helped my clients manage their wealth through a variety of economic cycles. I have been at UBS in Hyannis since 2008.
I focus on developing long-term relationships through commitment to quality client service. Through my experience and knowledge, I can offer customized wealth management advice and personal service.
I graduated from the University of Massachusetts in 1982 with a Bachelor of Arts in Marketing with a concentration in Finance. I live in Sandwich, Massachusetts with my wife Diane, where we have lived for over 30 years.
Education
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
I began my career in 1982 at Merrill Lynch. Ever since, I have helped my clients manage their wealth through a variety of economic cycles. I have been at UBS in Hyannis since 2008.
I focus on developing long-term relationships through commitment to quality client service. Through my experience and knowledge, I can offer customized wealth management advice and personal service.
I graduated from the University of Massachusetts in 1982 with a Bachelor of Arts in Marketing with a concentration in Finance. I live in Sandwich, Massachusetts with my wife Diane, where we have lived for over 30 years.
Education
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
After working in law enforcement for several years as a police officer, Kevin came to UBS to join his father's business in 2013. Together, they work with individuals and families to assist them in growing and protecting their wealth.
With his clients, he emphasizes asset allocation and total portfolio management. Areas of focus include comprehensive financial planning, budgeting, and insurance needs. Kevin is FINRA-registered and holds a Series 7 General Securities Representative license and a Series 66 Uniform Combined Agent/Investment Advisor State Law securities license. He also holds licenses for life, accident, long term care, and health insurance and variable annuities in Massachusetts. Kevin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®).
Kevin's community affiliations have included the Bourne-Sandwich Rotary Club, Elder Services of Cape Cod, and Flower Angels USA. Kevin is a member of the Financial Planning Association and Cape Cod Estate Planning Council.
Kevin graduated Summa Cum Laude from Western New England University with a Bachelor of Science degree in Criminal Justice and earned an M.B.A. with a Finance Concentration at the University of Massachusetts-Dartmouth. He lives in Sandwich, Massachusetts with his wife and two daughters.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
After working in law enforcement for several years as a police officer, Kevin came to UBS to join his father's business in 2013. Together, they work with individuals and families to assist them in growing and protecting their wealth.
With his clients, he emphasizes asset allocation and total portfolio management. Areas of focus include comprehensive financial planning, budgeting, and insurance needs. Kevin is FINRA-registered and holds a Series 7 General Securities Representative license and a Series 66 Uniform Combined Agent/Investment Advisor State Law securities license. He also holds licenses for life, accident, long term care, and health insurance and variable annuities in Massachusetts. Kevin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®).
Kevin's community affiliations have included the Bourne-Sandwich Rotary Club, Elder Services of Cape Cod, and Flower Angels USA. Kevin is a member of the Financial Planning Association and Cape Cod Estate Planning Council.
Kevin graduated Summa Cum Laude from Western New England University with a Bachelor of Science degree in Criminal Justice and earned an M.B.A. with a Finance Concentration at the University of Massachusetts-Dartmouth. He lives in Sandwich, Massachusetts with his wife and two daughters.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Let's connect
Client Associate
Sally is a Senior Client Service Associate with over 35 years of experience in the financial services industry. Her comprehensive knowledge of the investment process, maintenance, and administration provides our clients with the highest level of personal service.
Sally has four daughters and four grandchildren. She currently lives in Harwich, Massachusetts.
Client Associate
Sally is a Senior Client Service Associate with over 35 years of experience in the financial services industry. Her comprehensive knowledge of the investment process, maintenance, and administration provides our clients with the highest level of personal service.
Sally has four daughters and four grandchildren. She currently lives in Harwich, Massachusetts.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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