Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Co-workers

Gregory Alan Voigt, CFP

Senior Vice President–Wealth Management

Financial Advisor

After graduating from the US Military Academy at West Point in 1982 and serving for 10 years as an active Army and reserve officer, I joined Merrill Lynch as a financial advisor. I was credentialed as a Certified Financial Planner and managed assets of over $100 million for a variety of high net-worth individuals, small to medium-seized businesses and foundations. I accepted a position with UBS in May 2016, where I now continue to manage clients' relationships by providing sophisticated financial solutions to simplify and improve lives. I am a married father of 4 children and am active in my community - having served as a soccer coach, Scout leader, church deacon, instrumentalist and West Point admissions representative.

Registered States:
  • AZ
  • CA
  • CT
  • DE
  • FL
  • HI
  • MA
  • ME
  • NC
  • NH
  • NJ
  • NY
  • PA
  • RI
  • SC
  • VA

Education

  • Bachelor of Science, US Military Academy, West Point
  • Master of Education, Boston University

Credentials

  • CERTIFIED FINANCIAL PLANNER®
500 Exchange Street
Suite 1210
Providence, RI 02903

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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Mountain climbers on peak at sunrise

A leading global wealth manager

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Los Angeles fire relief

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.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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