Senior Client Associate
Bonnie Lupia brings the perfect combination of experience, expertise and “people” skills to her job as client service associate at UBS Financial Services, a position she has held since 2011. She works directly with clients and their families to ensure all their transactions with the firm are pleasant, positive and efficient. She also assists Dave and Colin by initiating new clients, responding to clients’ day-to-day questions and putting in trades when necessary.
Clients enjoy working with Bonnie. To best serve them, she gets to know their accounts as well as their family members, personal interests, goals and aspirations. She puts clients at ease with her caring attitude and thorough knowledge of the financial industry.
A University of Dayton graduate, Bonnie has worked in business and financial services positions for more than 26 years. She holds Series 7 and Series 63 licenses, authorizing her to sell individual securities and transact business in 28 states.
The Rochester, New York, native spends her time away from the office golfing, walking, cooking, cheering on her UD Flyers and spending time with her grandchildren. She travels to the Adirondack Mountains and the Finger Lakes in Upstate New York whenever possible, but also enjoys warm, sunny destinations during the winter months.
Education
Senior Client Associate
Bonnie Lupia brings the perfect combination of experience, expertise and “people” skills to her job as client service associate at UBS Financial Services, a position she has held since 2011. She works directly with clients and their families to ensure all their transactions with the firm are pleasant, positive and efficient. She also assists Dave and Colin by initiating new clients, responding to clients’ day-to-day questions and putting in trades when necessary.
Clients enjoy working with Bonnie. To best serve them, she gets to know their accounts as well as their family members, personal interests, goals and aspirations. She puts clients at ease with her caring attitude and thorough knowledge of the financial industry.
A University of Dayton graduate, Bonnie has worked in business and financial services positions for more than 26 years. She holds Series 7 and Series 63 licenses, authorizing her to sell individual securities and transact business in 28 states.
The Rochester, New York, native spends her time away from the office golfing, walking, cooking, cheering on her UD Flyers and spending time with her grandchildren. She travels to the Adirondack Mountains and the Finger Lakes in Upstate New York whenever possible, but also enjoys warm, sunny destinations during the winter months.
Education
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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