Financial planning and beyond

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.

Christopher Farrell

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Chris was Assistant Vice President with Merrill Lynch Global Private Client Group prior to rejoining UBS in 2008 (formerly PaineWebber). He began his career several decades ago; designing risk management strategies for endowments, business leaders, and uniquely successful individuals. Some of Chris's roles include: researching institutional money managers, developing individual plans for retirement, estate tax mitigation strategy planning, and corporate executive stock option planning. He obtained his Certified Retirement Planning Specialist designation and holds FINRA Series 7, 63, 65, Life & Variable Insurance Licenses. He is a graduate of the University of Scranton. He is also a member of the Gaelic American Club.
- Forbes Best-in-State Wealth Advisors, 2023, 2024The 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.
- PLANADVISER Top Retirement Plan Advisers, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- University of Scranton
- Chartered Retirement Plans Specialist℠
- Portfolio Manager
8 Wright Street
3rd Floor
Westport, CT 06880

chris.farrell@ubs.com

Christopher Farrell

8 Wright Street,Westport,CT,06880
Peter Widmann Maloney, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Pete has had a successful 25-year career in the financial services industry. With a passion for investments, he realizes that adding financial planning can make positive changes in his client's lives. Peter holds his: Series 7, 66, 31, Life, Health and Long-Term Care Insurance licenses. He has a B.S.in Finance & Economics from the University of Massachusetts and is a Certified Investment Management Analyst. He resides in Wilton, CT with his family of 4 children.
- University of Massachusetts, B.S. in Finance and Economics
- Certified Investment Management Analyst®
- Portfolio Manager
- Wealth Advisor
8 Wright Street
3rd Floor
Westport, CT 06880

peter.maloney@ubs.com

Peter Widmann Maloney, CIMA

8 Wright Street,Westport,CT,06880
Michele Aldo

Associate Director

Team Administrator
View bio
- CA
- CT
- FL
- MA
- ME
- MI
- NJ
- NY
- PA
- SC
Michele has been working in the financial services Industry for over 18 years. After starting her career as a Financial Advisor, she moved into management; where she worked in Operations and as an Administrative Compliance Manager. Today, she oversees all client administration for the group. Michele's: financial knowledge, experience, and exceptional interpersonal skills all add tremendous value to the team. She holds her Series 3, 7, 66, 9, 10, & insurance licenses. Michele received a B.S. degree in Business Management from The University of Southern Connecticut. In her personal life, she serves as the Treasurer for the Recreation Camp of Derby and resides in Seymour, CT with her husband and son.
- The University of Southern Connecticut, B.S. Business Management
8 Wright Street
3rd Floor
Westport, CT 06880

michele.aldo@ubs.com

Michele Aldo

8 Wright Street,Westport,CT,06880
Courtney Nicole Iassogna

Client Associate
View bio
- CA
- CT
- FL
- HI
- MA
- ME
- MI
- NC
- NJ
- NY
- PA
Courtney has spent the last few years prior to joining UBS in the Spring of 2018 at Barnum Financial Group getting extensive experience assisting multi generation families with complicated transactions and daily account needs. Courtney is extremely detail oriented and her goals are to administer all aspects of account and service requests, which can include online account access, transactions, financial plan generation, and organizing the team's service commitment. She holds a Series 7, 66, Life, Accident, Health, Property and Casualty Licenses. She received a Bachelor of Science degree in Business Administration with a concentration in Marketing from Southern Connecticut State University.
- Southern Connecticut State University, Bachelor of Science degree in Business Administration with a concentration in Marketing
8 Wright Street
3rd Floor
Westport, CT 06880

courtney.iassogna@ubs.com

Courtney Nicole Iassogna

8 Wright Street,Westport,CT,06880
Matthew Edward Stendardi

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WY
Matthew has 6 years of previous experience at Paychex as a Regional Retirement Plan Representative, prior to joining UBS in November 2018. Professionally, he has attained his FINRA series 7,6,63, & 65; as well as having his life, accident, health, and variable annuity licenses. He received a B.A. from Lycoming College, in Williamsport, PA.
- Lycoming College, B.A.
8 Wright Street
3rd Floor
Westport, CT 06880

matthew.stendardi@ubs.com

Matthew Edward Stendardi

8 Wright Street,Westport,CT,06880

Christopher Farrell

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Chris was Assistant Vice President with Merrill Lynch Global Private Client Group prior to rejoining UBS in 2008 (formerly PaineWebber). He began his career several decades ago; designing risk management strategies for endowments, business leaders, and uniquely successful individuals. Some of Chris's roles include: researching institutional money managers, developing individual plans for retirement, estate tax mitigation strategy planning, and corporate executive stock option planning. He obtained his Certified Retirement Planning Specialist designation and holds FINRA Series 7, 63, 65, Life & Variable Insurance Licenses. He is a graduate of the University of Scranton. He is also a member of the Gaelic American Club.
- Forbes Best-in-State Wealth Advisors, 2023, 2024The 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.
- PLANADVISER Top Retirement Plan Advisers, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- University of Scranton
- Chartered Retirement Plans Specialist℠
- Portfolio Manager
8 Wright Street
3rd Floor
Westport, CT 06880

chris.farrell@ubs.com

Christopher Farrell

8 Wright Street,Westport,CT,06880
Peter Widmann Maloney, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Pete has had a successful 25-year career in the financial services industry. With a passion for investments, he realizes that adding financial planning can make positive changes in his client's lives. Peter holds his: Series 7, 66, 31, Life, Health and Long-Term Care Insurance licenses. He has a B.S.in Finance & Economics from the University of Massachusetts and is a Certified Investment Management Analyst. He resides in Wilton, CT with his family of 4 children.
- University of Massachusetts, B.S. in Finance and Economics
- Certified Investment Management Analyst®
- Portfolio Manager
- Wealth Advisor
8 Wright Street
3rd Floor
Westport, CT 06880

peter.maloney@ubs.com

Peter Widmann Maloney, CIMA

8 Wright Street,Westport,CT,06880
Michele Aldo

Associate Director

Team Administrator
View bio
- CA
- CT
- FL
- MA
- ME
- MI
- NJ
- NY
- PA
- SC
Michele has been working in the financial services Industry for over 18 years. After starting her career as a Financial Advisor, she moved into management; where she worked in Operations and as an Administrative Compliance Manager. Today, she oversees all client administration for the group. Michele's: financial knowledge, experience, and exceptional interpersonal skills all add tremendous value to the team. She holds her Series 3, 7, 66, 9, 10, & insurance licenses. Michele received a B.S. degree in Business Management from The University of Southern Connecticut. In her personal life, she serves as the Treasurer for the Recreation Camp of Derby and resides in Seymour, CT with her husband and son.
- The University of Southern Connecticut, B.S. Business Management
8 Wright Street
3rd Floor
Westport, CT 06880

michele.aldo@ubs.com

Michele Aldo

8 Wright Street,Westport,CT,06880
Courtney Nicole Iassogna

Client Associate
View bio
- CA
- CT
- FL
- HI
- MA
- ME
- MI
- NC
- NJ
- NY
- PA
Courtney has spent the last few years prior to joining UBS in the Spring of 2018 at Barnum Financial Group getting extensive experience assisting multi generation families with complicated transactions and daily account needs. Courtney is extremely detail oriented and her goals are to administer all aspects of account and service requests, which can include online account access, transactions, financial plan generation, and organizing the team's service commitment. She holds a Series 7, 66, Life, Accident, Health, Property and Casualty Licenses. She received a Bachelor of Science degree in Business Administration with a concentration in Marketing from Southern Connecticut State University.
- Southern Connecticut State University, Bachelor of Science degree in Business Administration with a concentration in Marketing
8 Wright Street
3rd Floor
Westport, CT 06880

courtney.iassogna@ubs.com

Courtney Nicole Iassogna

8 Wright Street,Westport,CT,06880
Matthew Edward Stendardi

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WY
Matthew has 6 years of previous experience at Paychex as a Regional Retirement Plan Representative, prior to joining UBS in November 2018. Professionally, he has attained his FINRA series 7,6,63, & 65; as well as having his life, accident, health, and variable annuity licenses. He received a B.A. from Lycoming College, in Williamsport, PA.
- Lycoming College, B.A.
8 Wright Street
3rd Floor
Westport, CT 06880

matthew.stendardi@ubs.com

Matthew Edward Stendardi

8 Wright Street,Westport,CT,06880

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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A leading global wealth manager

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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As of 06/30/2024

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UBS is a leading and truly global wealth manager

Financial planning and beyond

Pursuing your goals together

Christopher Farrell

Peter Widmann Maloney, CIMA

Michele Aldo

Courtney Nicole Iassogna

Matthew Edward Stendardi