Experience

Makes all the difference

Kristin Bloom

Senior Vice President–Wealth Management

Financial Advisor

Kristin began her career in financial services with Sanford C. Bernstein as a Financial Advisor in 1998.  Joining UBS in 2009, she serves as a Senior Vice President in the Westport, CT Office. Kristin was awarded a Bachelor of Science from University of Massachusetts Amherst. She has also earned the Series 7, 31, 63, 65 securities licenses, as well as Life and Health insurance licenses. 

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2021, 2022The 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.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 
  • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

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

8 Wright Street
3rd Floor
Westport, CT 06880

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Charles McCool

Senior Vice President–Wealth Management

Financial Advisor

Charles began his career in financial services with Sanford Bernstein as a Financial Advisor in 1999. Focusing on client issues, the Edgewater Group, offers asset allocation, investment management, and related services. Joining UBS in January 2009, he serves as a Senior Vice President. Charles was awarded a B.A. in Economics from Boston College. He has also earned the Series 7, 31, 66 securities licenses, as well as Life and Health insurance licenses. Charles is actively involved in his community, he serves as a Board Member and Past President for the Juvenile Diabetes Research Foundation in Fairfield Cnty, CT. Charles was recognized in Connecticut Magazine as a 2019 5 Star Wealth Advisor.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2022The 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.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

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

8 Wright Street
3rd Floor
Westport, CT 06880

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Dean Gaugler

Senior Vice President–Wealth Management

Financial Advisor

Dean combines his desire to help people with analytical skills honed by a background of engineering experience and corporate finance, and broadened by professional certifications. He is a Certified Financial Planner™ (CFP®), a Certified Divorce Financial Analyst (CDFA® ), Portfolio Manager and Senior Retirement Plan Consultant.

The opportunity to make a difference in people’s lives is what has driven Dean during his 27 years as a financial advisor. His focus with private clients includes financial planning, portfolio management and retirement planning. Two specialized client segments include divorced clients and special needs families.  Dean uses his Senior Retirement Plan Consultant experience to work with business owners’ on their 401(k) plans and provide educational support for plan participants.

Prior to entering the financial services industry, Dean was the Director of Finance for the Consumer Products Group at Olin Corporation. He has a B.S. degree in engineering from the University of Maryland and an M.B.A. in finance from the University of Connecticut. Dean is active with the Eagle Scout program in the Connecticut Yankee Boy Scout Council and past President of the Connecticut Society of the Sons of the American Revolution. Dean lives in Fairfield, Connecticut, with his wife, Laurie, and their three children. Dean and his family are also members of the Fairfield Beach Club where he enjoys playing tennis. Dean is also an avid motorsports fan.

 

At a glance:

  • B.S. in Engineering, University of Maryland / M.B.A. in Finance, University of Connecticut
  • Wealth Advisor
  • Portfolio Manager
  • Certified Financial Planner (CFP™)
  • Certified Divorce Planner (CDFA™)

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022The 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.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 
  • PLANADVISER Top Retirement Plan Advisers, 2020, 2021The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.

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

8 Wright Street
3rd Floor
Westport, CT 06880

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Robyn Barger

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

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

8 Wright Street
3rd Floor
Westport, CT 06880

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Angela Kelly

Senior Client Associate

Angela began her career in financial services with Merrill Lynch in 2004 as a Client Associate. She relocated from the Midwest to the East Coast in 2006 and shortly after she joined UBS and is a Senior Registered Client Service Associate. She has both the Series 7 and 66 securities licenses.

Registered States:
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • MA
  • ME
  • NJ
  • NY
  • OK
  • RI
  • TX
  • VA
8 Wright Street
3rd Floor
Westport, CT 06880

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Lisa Giordano

Wealth Strategy Associate

Lisa  began her career working in finance over 20 years ago.  Lisa prides herself on providing the ultimate client experience. As the lead trader for the team, Lisa assists with both the private client and institutional businesses working with financial advisors providing analytic information and attending client meetings to better understand the client’s  financial goals. Handling everything from opening a new account, raising cash, security movements, investing in the many Alternative Investment options, and preparing performance reports on a monthly and quarterly basis, Lisa works to develop customized asset allocation strategies and investment solutions for clients and provides support for client relationship building and business development activities, to support financial advisors in the growth of the business.

Lisa's financial knowledge, organization, communication and interpersonal skills, all add to the client experience.

Lisa graduated with a BBA in Finance and a minor in Economics from Iona college.  She also holds a Master's in Education from Manhattanville College. Prior to joining UBS, Lisa worked at TBP Advisors/Alexandria Capital as the Vice President of Business Development.  In her spare time she loves spending time with her daughter Olivia and is an avid yoga practitioner, teacher and mentor in Fairfield County’s 200hr and 300hr teacher trainings.  Lisa holds her Series 7 and Series 66 licenses.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
8 Wright Street
3rd Floor
Westport, CT 06880

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Emma Leibell

Client Associate

Emma graduated in May of 2019 with a degree in finance from the University of Connecticut. In August 2019, she joined Edgewater Wealth Management as a Client Service Associate. Emma holds her Series 7 and Series 66 licenses. 

Registered States:
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • MA
  • ME
  • NJ
  • NY
  • OK
  • RI
  • TX
  • VA
8 Wright Street
3rd Floor
Westport, CT 06880

Email Me