Client Associate
Colleen has 15 years of financial industry experience with UBS. She has an extensive background in Operations. Colleen is committed to ensuring all client daily account needs are managed properly.
Senior Wealth Strategy Associate
Arthur joined UBS in 1999 as a Financial Advisor and subsequently as a Senior Registered Client Services Associate. He has his Series 7, 63, and 65 Securities Licenses as well as his Life and Health Insurance Licenses. Arthur's knowledge of a broad range of financial services and products, and his commitment to customer service helps him seek the trust and respect of management, co-workers, and most importantly, clients.