How can you pursue what matters most?

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.

Young adult woman brochure

Elizabeth Cummins

Senior Vice President–Wealth Management

Financial Advisor

Elizabeth began her career at Morgan Stanley in 2004 by building relationships with high net worth business owners and serving their unique financial needs. In 2007 she joined UBS Financial Services.  She is dedicated to offering only the best to her clients and is continually striving to exceed their expectations  She has cultivated an area of focus in investment management utilizing money managers.

Elizabeth lives in South Kingstown, RI. She is a graduate of the The University of Rhode Island where she earned her BA. in Psychology and Business.  In today's volatile market she believes that both backgrounds have helped both her and her clients to stay invested comfortably.  She was a member of the University Crew team and a former exchange student to New Zealand.  She enjoys learning more about her clients and customizing financial plans that can act as a guide for their financial future.

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • IL
  • MA
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NY
  • PA
  • RI
  • TN
  • TX
  • VA
  • WI
  • WY

Education

  • BA. in Psychology and Business, The University of Rhode Island
500 Exchange Street
Suite 1210
Providence, RI 02903
  • (401) 455-6773

Email Me

The circular economy: What is it?

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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