Email Me
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
First Vice President–Wealth Management
Since starting out in the Financial Services industry in 1982, Gianna has provided patient, proactive and calm guidance to her clients through bull and bear markets, recessions, market corrections and the dot com and housing bubbles. She and her husband, Dee, founded their practice on the simple philosophy that clients’ wealth management needs are best served by a holistic approach to their entire personal and financial lives. Gianna earned her business degree from Pace University in New York and is a Certified Retirement Planning Consultant™.
Education
Credentials
First Vice President–Wealth Management
Since starting out in the Financial Services industry in 1982, Gianna has provided patient, proactive and calm guidance to her clients through bull and bear markets, recessions, market corrections and the dot com and housing bubbles. She and her husband, Dee, founded their practice on the simple philosophy that clients’ wealth management needs are best served by a holistic approach to their entire personal and financial lives. Gianna earned her business degree from Pace University in New York and is a Certified Retirement Planning Consultant™.
Education
Credentials
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
