Senior Vice President–Wealth Management
Financial Advisor
Todd brings over 25 years of investment experience, successfully navigating his clients through volatile markets. He manages private household wealth, corporate retirement plans, and endowment and foundation assets. He is a Certified Exit Planning Analyst, Chartered Retirement Plans SpecialistsSM, and Endowment and Foundation Consultant. Todd has an engineering background which gives him a unique analytical approach to financial planning. He holds Series 6, 7, 63 and 65 licenses, and is also life, and health insurance licensed. He also consults endowment, foundation, and corporate assets. He also has been a member of numerous charitable boards and finance committees through out his career.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Todd brings over 25 years of investment experience, successfully navigating his clients through volatile markets. He manages private household wealth, corporate retirement plans, and endowment and foundation assets. He is a Certified Exit Planning Analyst, Chartered Retirement Plans SpecialistsSM, and Endowment and Foundation Consultant. Todd has an engineering background which gives him a unique analytical approach to financial planning. He holds Series 6, 7, 63 and 65 licenses, and is also life, and health insurance licensed. He also consults endowment, foundation, and corporate assets. He also has been a member of numerous charitable boards and finance committees through out his career.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
CA Insurance License#0D30660.
Tim has worked in the financial services industry at UBS for over 25 years. He is also a Certified Private Wealth Advisor (CPWA®) professional, an Institutional Consultant, and an Endowment and Foundation Consultant. The CPWA certification is an advanced professional education and certification program for advisors who serve high-net-worth clients. Tim focuses on private wealth management, financial planning, Endowment and Foundation Consulting, as well as corporate retirement consulting. He holds a Series 7, 63, 65 and several insurance licenses including CA Insurance License#0D30660. He is a past President of the Rotary Club of Jamestown and the James Prendergast Library Association. Currently, he sits on the investment committee of the Chautauqua Region Community Foundation and has served on many other local non-profit organizations and their boards through out his career.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
CA Insurance License#0D30660.
Tim has worked in the financial services industry at UBS for over 25 years. He is also a Certified Private Wealth Advisor (CPWA®) professional, an Institutional Consultant, and an Endowment and Foundation Consultant. The CPWA certification is an advanced professional education and certification program for advisors who serve high-net-worth clients. Tim focuses on private wealth management, financial planning, Endowment and Foundation Consulting, as well as corporate retirement consulting. He holds a Series 7, 63, 65 and several insurance licenses including CA Insurance License#0D30660. He is a past President of the Rotary Club of Jamestown and the James Prendergast Library Association. Currently, he sits on the investment committee of the Chautauqua Region Community Foundation and has served on many other local non-profit organizations and their boards through out his career.
Credentials
Senior Client Associate
Lorri entered the financial services industry in 1986. And for over 37 years she has brought extensive technological and operational experience making her an invaluable member of our team. Providing quality customer service is the mission of every member of our team, and Lorri is our front line. She takes great pride in the personal relationships she makes with all of our clients. She currently holds the Series 7 and 66 security licenses. She is married and has two children.
Senior Client Associate
Lorri entered the financial services industry in 1986. And for over 37 years she has brought extensive technological and operational experience making her an invaluable member of our team. Providing quality customer service is the mission of every member of our team, and Lorri is our front line. She takes great pride in the personal relationships she makes with all of our clients. She currently holds the Series 7 and 66 security licenses. She is married and has two children.
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
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
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