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.

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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.

  • Richard Paul Giordano - Team Photo

    Richard Giordano

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    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, 2022, 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.
    • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • Rochester Institute of Technology, AAA, Business
    • Iona College, B.A.
      100 West Putnam Ave
      2nd Floor
      Greenwich, CT 06830
      richard.giordano@ubs.com
      Richard Giordano
      100 West Putnam Ave,Greenwich,CT,06830
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    Support and resources

    The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

    Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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