Financial planning and beyond

Observatory on mountain top

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.

Four people meeting in glass office

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.

  • Chris-Farrell

    Christopher Farrell

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • HI
    • IA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    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. 

      • University of Scranton
      • Chartered Retirement Plans Specialist℠
      • Portfolio Manager
      8 Wright Street
      3rd Floor
      Westport, CT 06880
    • Peter-Maloney

      Peter Widmann Maloney, CIMA

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • HI
      • IA
      • IL
      • IN
      • MA
      • MD
      • ME
      • MI
      • MO
      • MT
      • NC
      • NH
      • NJ
      • NY
      • OH
      • PA
      • RI
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA

      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
      • Michele-Aldo

        Michele Aldo

        Associate Director

        Team Administrator

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        • CT
        • FL
        • MA
        • MI
        • NJ
        • NY
        • PA

        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
          • Courtney-Iassogna

            Courtney Nicole Iassogna

            Client Associate

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            • CT
            • FL
            • MA
            • MI
            • 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
              • Matthew-Stendardi

                Matthew Edward Stendardi

                Financial Advisor

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                • AK
                • AZ
                • CA
                • CO
                • CT
                • DC
                • FL
                • HI
                • IA
                • IL
                • IN
                • MA
                • MD
                • ME
                • MI
                • MO
                • MT
                • NC
                • NH
                • NJ
                • NY
                • OH
                • PA
                • RI
                • SC
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA

                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

                  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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                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

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