Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Richard Giordano

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • 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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures


  • Rochester Institute of Technology, AAA, Business
  • Iona College, B.A.
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

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