A plan for today, tomorrow and generations to come

Three people in office

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.

Architect at drawing table

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.

  • Richard Paul Giordano - Team Photo

    Richard Giordano

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IA
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT

    An industry veteran since 1982, Richard is the senior member of the Giordano Group at UBS. Richard is a Senior Vice President –Wealth Management, a title reserved for a handful of UBS Business leaders around the globe.

    Richard has completed comprehensive training in financial planning, asset management and wealth transfer strategies. As a Senior Portfolio Manager, Richard is responsible for several equity, exchange traded and mutual fund models. He also works with clients in selecting and monitoring institutional money managers, mutual funds  and alternative investments.

    Richard has completed both the UBS Wealth Advisor Program and Portfolio Management programs. He maintains his Series 7 (General Securities Representative) and Series 63 (Uniform Securities State Agent) as well as the New York State Life and Annuity Insurance licenses. Richard received a B.A. from Iona College and AAA from Rochester Institute of Technology.

    He currently lives in Darien Ct. with his wife Holly and 4 children. Richard enjoys working out, fishing and swimming.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The 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.

    • Iona College, B.A.
      100 West Putnam Ave
      2nd Floor
      Greenwich, CT 06830

    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.

    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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