A plan for today, tomorrow and generations to come

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

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    Marc Ciociola, CRPS

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • IN
    • MA
    • ME
    • NC
    • NJ
    • NY
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT

    Marc Ciociola is a retirement plan consultant at UBS Financial Services Inc.  He offers customized wealth management solutions by working closely with his clients to develop in-depth, comprehensive investment strategies. Marc is a recipient of the Chartered Retirement Plan Specialist designation (CRPS®) which is a professional designation awarded by the College for Financial Planning to individuals who specialize in creating, implementing and maintaining retirement plans, which has been Marc's primary area of expertise for the last 18 years.  Marc is a graduate of the University of Massachusetts at Amherst, and lives in Killingworth, CT with his wife Lisa and their two children, Francesca and Marco.

      • University of Massachusetts at Amherst
      • Chartered Retirement Plans Specialist℠
      • Portfolio Manager
      1 Century Tower
      4th and 6th Floors, 265 Church Street
      New Haven, CT 06510
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      James Dorney

      First Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • MA
      • ME
      • NC
      • NJ
      • NY
      • PA
      • RI
      • SC
      • TX
      • VA
      • VT
      • WV

      James "Jim" Dorney is a Financial Advisor and Portfolio Manager at UBS Financial Services Inc. Jim started his career in 1997 at Smith Barney, where he worked for 12 years before joining UBS in 2009.   Jim has attained the Chartered Retirement Plan Specialist designation (CRPS®), which allows him to provide tailored solutions to plan sponsors. He earned his Bachelor of Science degree in Finance, at Southern Connecticut State University. Furthermore, Jim has earned his series 7, 63, and 65 licenses. Jim lives in Milford, CT with his wife Elizabeth and daughter Lily.

      Jim specializes in corporate retirement plans and pensions. He focuses on helping his clients get to their desired financial destination. He works with high net-worth families and corporate clients, developing personalized strategic solutions to address their complex needs and to simplify their financial lives. Throughout his clientele list, Jim has earned the trust of senior business executives, entrepreneurs, and affluent families.

        • Southern Connecticut State University, Bachelor of Science degree in Finance
        • Chartered Retirement Plans Specialist℠
        • Portfolio Manager
        1 Century Tower
        4th and 6th Floors, 265 Church Street
        New Haven, CT 06510
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        Janet Berry

        Senior Client Associate

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        • CO
        • CT
        • FL
        • MA
        • NY
        • SC

        Janet, a Senior Registered Client Service Associate, joined UBS in 2009 with The EastRock Wealth Management Group. She comes to UBS in her 24th year of providing client service; beginning her career at Prudential-Bache in 1985 and moving to Smith Barney in 1998. Janet has an extensive base of knowledge across the financial services and is Series 7 and 63 licensed. Clients have come to rely on her experience and readily provided service. She has been active in her community - providing leadership in many roles to the Boy Scouts of America as well as to the Order of the Eastern Star, Inc.

        Since 2012 Janet has served on the Board of Directors of Masonicare Inc. as a Trustee and is currently Treasurer of Masonicare Inc. She also serves as Chairman of the Board for Masonicare Inc. Home and Community Services.

              1 Century Tower
              4th and 6th Floors, 265 Church Street
              New Haven, CT 06510

            The Year Ahead - Sustainable Investing

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            For needs that go beyond your own—to help you improve the lives of others

            What will your legacy be?
            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

            Learn more at ubs.com/wealthway.

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