A plan for your life and legacy

At Fasi Greco Wealth Management, we understand how families make decisions—at home and in the office—and the emotions that come with owning, growing and ultimately deciding to step away from your business.

That’s why we work with you and your family throughout the decision-making process to help you develop a tailored plan for managing change by aligning your personal, business and financial objectives, including important estate planning strategies.

Our top priority is helping you leave a meaningful and lasting legacy. We help you to achieve this by offering an experienced perspective and a unique generational planning approach to guide you confidently toward your life’s goals.

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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.

James F. Fasi, CFP®, CEPA®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Jim has dedicated nearly 50 years in the financial services industry to serving clients of UBS and its predecessor firms, with a special focus on wealth management planning strategies. As a CERTIFIED FINANCIAL PLANNER™ and UBS Wealth Advisor, he leverages his extensive knowledge of financial and estate planning, tax minimization strategies and investment decision making to help the team's clients develop and implement their overall financial plans. CA License # 4371880 Read full biography
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
One State Street
Suite 1600
Hartford, CT 06103

james.fasi@ubs.com

James F. Fasi, CFP®, CEPA®

One State Street,Hartford,CT,06103
David J. Fasi, CFP®, CEPA®

First Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER®
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
David joined Fasi Wealth Management at UBS Financial Services in 2012 after spending 8 years serving the risk management needs of his corporate clients. His primary focus is working with owners of closely-held and family-owned businesses, with a focus on exit planning and generational planning. He is a CERTIFIED FINANCIAL PLANNER™ professional, along with a Certified Exit Planner (CEPA®) and maintains a consultative approach to the business.

Within his community, David is active within a number of professional organizations, including the Estate and Business Planning Council of Hartford (EBPC) and the Exit Planning Exchange (XPX). CA License # 4371877
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor
One State Street
Suite 1600
Hartford, CT 06103

david.fasi@ubs.com

David J. Fasi, CFP®, CEPA®

One State Street,Hartford,CT,06103
Steve Greco

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Steven joined PaineWebber, UBS's predecessor firm, in 1989 and was an integral part of building one of the firms Executive Stock Option teams serving executives of many of the region's largest public companies with their equity compensation programs. He is a graduate of Georgetown University with a BA in Public Administration and earned his Certified Investment Management Analyst designation from the Investment Management Consultants Association after attending The Wharton School of Business in 2005. Steven holds Series 7, 63, and 65 licenses and is registered in all 50 states. Residing in East Hampton, CT with his wife and twin daughters, he is a past President of the East Hampton Rotary Club and appointed as a Town Moderator. CA License # 4371879
- Forbes Best-in-State Wealth Advisors, 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.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
One State Street
Suite 1600
Hartford, CT 06103

steven.greco@ubs.com

Steve Greco

One State Street,Hartford,CT,06103
Nile Pullin

First Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER®
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
CA License #0H38158

Nile, a former business owner, has over 20 years of wealth management and financial planning experience. He focuses on goal based investing, asset diversification, tax efficiency strategies, downside protection strategies and retirement income. In 2001, Nile was awarded the CERTIFIED FINANCIAL PLANNER designation (CFP) which enhanced and complimented his comprehensive approach to wealth management, which includes: insurance needs, mortgages and lending, college funding, next generation planning and education, wealth transfer, and trust and estate strategies that can be coordinated with your attorney and CPA. Niles holds a BA in economics from Hobart College. Nile holds Series 7 and 66 licenses as well as Life and Health Insurance licenses. He resides in Chester, CT with his family where he is active in community and civic organizations as well as sports activities with his children.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- CERTIFIED FINANCIAL PLANNER®
One State Street
Suite 1600
Hartford, CT 06103

nile.pullin@ubs.com

Nile Pullin

One State Street,Hartford,CT,06103
George Pratt

Financial Advisor
View bio Industry recognition
- AZ
- CO
- CT
- FL
- GA
- MA
- NC
- NJ
- NY
- VA
- WA
George's work experience in finance dates back to Hartford National starting in 1979. He has over 40 years of finance experience, in commercial & investment banking, including senior management roles.

4 children. 7 grandsons, 4 living in Fairfield, CT and 3 living in London, United Kingdom.

George primarily resides in Hobe Sound, FL, but also spends time in Connecticut and visits the UK on a regular basis.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
One State Street
Suite 1600
Hartford, CT 06103

george.pratt@ubs.com

George Pratt

One State Street,Hartford,CT,06103
Diane Fannon

Client Associate
View bio
Diane began her career with Advest in 1983 and joined UBS in 2006. She has worked closely with Steven Greco serving executives from leading companies in the region and growing the Executive Stock Option business. As a Client Service Associate, Diane has distinguished herself with a strong work ethic and operations knowledge. She has proven equally adept at solving problems, complex or simple, for institutions and Wealth Management clients. She resides in Colchester, CT with her husband.
One State Street
Suite 1600
Hartford, CT 06103

diane.fannon@ubs.com

Diane Fannon

One State Street,Hartford,CT,06103

James F. Fasi, CFP®, CEPA®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Jim has dedicated nearly 50 years in the financial services industry to serving clients of UBS and its predecessor firms, with a special focus on wealth management planning strategies. As a CERTIFIED FINANCIAL PLANNER™ and UBS Wealth Advisor, he leverages his extensive knowledge of financial and estate planning, tax minimization strategies and investment decision making to help the team's clients develop and implement their overall financial plans. CA License # 4371880 Read full biography
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
One State Street
Suite 1600
Hartford, CT 06103

james.fasi@ubs.com

James F. Fasi, CFP®, CEPA®

One State Street,Hartford,CT,06103
David J. Fasi, CFP®, CEPA®

First Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER®
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
David joined Fasi Wealth Management at UBS Financial Services in 2012 after spending 8 years serving the risk management needs of his corporate clients. His primary focus is working with owners of closely-held and family-owned businesses, with a focus on exit planning and generational planning. He is a CERTIFIED FINANCIAL PLANNER™ professional, along with a Certified Exit Planner (CEPA®) and maintains a consultative approach to the business.

Within his community, David is active within a number of professional organizations, including the Estate and Business Planning Council of Hartford (EBPC) and the Exit Planning Exchange (XPX). CA License # 4371877
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor
One State Street
Suite 1600
Hartford, CT 06103

david.fasi@ubs.com

David J. Fasi, CFP®, CEPA®

One State Street,Hartford,CT,06103
Steve Greco

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Steven joined PaineWebber, UBS's predecessor firm, in 1989 and was an integral part of building one of the firms Executive Stock Option teams serving executives of many of the region's largest public companies with their equity compensation programs. He is a graduate of Georgetown University with a BA in Public Administration and earned his Certified Investment Management Analyst designation from the Investment Management Consultants Association after attending The Wharton School of Business in 2005. Steven holds Series 7, 63, and 65 licenses and is registered in all 50 states. Residing in East Hampton, CT with his wife and twin daughters, he is a past President of the East Hampton Rotary Club and appointed as a Town Moderator. CA License # 4371879
- Forbes Best-in-State Wealth Advisors, 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.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
One State Street
Suite 1600
Hartford, CT 06103

steven.greco@ubs.com

Steve Greco

One State Street,Hartford,CT,06103
Nile Pullin

First Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER®
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
CA License #0H38158

Nile, a former business owner, has over 20 years of wealth management and financial planning experience. He focuses on goal based investing, asset diversification, tax efficiency strategies, downside protection strategies and retirement income. In 2001, Nile was awarded the CERTIFIED FINANCIAL PLANNER designation (CFP) which enhanced and complimented his comprehensive approach to wealth management, which includes: insurance needs, mortgages and lending, college funding, next generation planning and education, wealth transfer, and trust and estate strategies that can be coordinated with your attorney and CPA. Niles holds a BA in economics from Hobart College. Nile holds Series 7 and 66 licenses as well as Life and Health Insurance licenses. He resides in Chester, CT with his family where he is active in community and civic organizations as well as sports activities with his children.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- CERTIFIED FINANCIAL PLANNER®
One State Street
Suite 1600
Hartford, CT 06103

nile.pullin@ubs.com

Nile Pullin

One State Street,Hartford,CT,06103
George Pratt

Financial Advisor
View bio Industry recognition
- AZ
- CO
- CT
- FL
- GA
- MA
- NC
- NJ
- NY
- VA
- WA
George's work experience in finance dates back to Hartford National starting in 1979. He has over 40 years of finance experience, in commercial & investment banking, including senior management roles.

4 children. 7 grandsons, 4 living in Fairfield, CT and 3 living in London, United Kingdom.

George primarily resides in Hobe Sound, FL, but also spends time in Connecticut and visits the UK on a regular basis.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
One State Street
Suite 1600
Hartford, CT 06103

george.pratt@ubs.com

George Pratt

One State Street,Hartford,CT,06103
Diane Fannon

Client Associate
View bio
Diane began her career with Advest in 1983 and joined UBS in 2006. She has worked closely with Steven Greco serving executives from leading companies in the region and growing the Executive Stock Option business. As a Client Service Associate, Diane has distinguished herself with a strong work ethic and operations knowledge. She has proven equally adept at solving problems, complex or simple, for institutions and Wealth Management clients. She resides in Colchester, CT with her husband.
One State Street
Suite 1600
Hartford, CT 06103

diane.fannon@ubs.com

Diane Fannon

One State Street,Hartford,CT,06103

From success to succession

A leading global wealth manager

A wealth management relationship for a lifetime

We offer a consultative approach and comprehensive financial planning to help you pursue your goals throughout your lifetime. Collaborating with your CPA, attorney and other professional advisors helps ensure that our advice and recommendations are working together. To us, the better aligned we are with one another, the more successful our relationship can be. That’s why we focus on:

Understanding your priorities
We spend the time to really get to know you and your family and the priorities you have for your wealth and your future. Our conversations are detailed, specific and deep—that’s how we learn what’s important to you. At the end of the day, we want you to trust our advice, but more important, we want you to understand how much we care about your financial well-being.

Designing a plan that gives you a clearer picture of your wealth
Our planning process integrates your financial assets and liabilities with your savings and investment priorities. This gives us a comprehensive and cohesive view of what you have and what you may need to achieve your goals.

Customizing your investment strategy
We are Senior Portfolio Managers in the UBS Portfolio Management Program. Our customized, discretionary asset allocations are informed by more than 40 years of our own investment experience, specialists in our Portfolio Advisory Group and industry-leading intellectual capital from UBS wealth management research.

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

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

A plan for your life and legacy

Pursuing your goals together

James F. Fasi, CFP®, CEPA®

David J. Fasi, CFP®, CEPA®

Steve Greco

Nile Pullin

George Pratt

Diane Fannon