Senior Vice President–Wealth Management
Financial Advisor
Robert focuses on investment management for the group, primarily utilizing individual securities and varying asset classes to align with a client's financial objectives.
He also offers specific strategies for clients concerned about animal welfare.
Robert serves as Vice Chair of the Board of Directors of Farm Sanctuary, one of the largest farm animal advocacy organizations in the world. He previously served as Vice Chair of the Board of Directors of Animal Rescue Rhode Island, a companion animal rescue organization.
Robert graduated Magna Cum Laude from Stonehill College (MA) with a Bachelor of Arts in Economics. He is a resident of Narragansett, RI and is also a boxing coach.
Recognized as an industry leader:
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.
Education
Senior Vice President–Wealth Management
Financial Advisor
Robert focuses on investment management for the group, primarily utilizing individual securities and varying asset classes to align with a client's financial objectives.
He also offers specific strategies for clients concerned about animal welfare.
Robert serves as Vice Chair of the Board of Directors of Farm Sanctuary, one of the largest farm animal advocacy organizations in the world. He previously served as Vice Chair of the Board of Directors of Animal Rescue Rhode Island, a companion animal rescue organization.
Robert graduated Magna Cum Laude from Stonehill College (MA) with a Bachelor of Arts in Economics. He is a resident of Narragansett, RI and is also a boxing coach.
Recognized as an industry leader:
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.
Education
First Vice President–Wealth Management
Financial Advisor
Jared joined UBS in February 2017 and is a CERTIFIED FINANCIAL PLANNER™ professional and holder of the Accredited Wealth Management Advisor (AWMA®) designation.
After an extensive career that spanned 16 years in both the telecommunications and I.T. industries, Jared co-founded Harbor Light Wealth Management. Primarily focusing on C-suite and high-level corporate executives, Jared's experience provides him with a unique perspective to assist his clientele in areas of personal finance often overlooked or underappreciated.
Jared utilizes financial planning as the cornerstone of building a personalized strategy for asset allocation, diversification of concentrated stock positions, stock option strategies, risk management and insurance planning, Social Security & Medicare strategies, as well as estate planning.
Along with his wife and two children, Jared calls Warwick, RI home. In the company of those he loves, Jared enjoys travel, golf, bowling, boating, camping, and relaxing with a good book.
Recognized as an industry leader:
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.
Credentials
First Vice President–Wealth Management
Financial Advisor
Jared joined UBS in February 2017 and is a CERTIFIED FINANCIAL PLANNER™ professional and holder of the Accredited Wealth Management Advisor (AWMA®) designation.
After an extensive career that spanned 16 years in both the telecommunications and I.T. industries, Jared co-founded Harbor Light Wealth Management. Primarily focusing on C-suite and high-level corporate executives, Jared's experience provides him with a unique perspective to assist his clientele in areas of personal finance often overlooked or underappreciated.
Jared utilizes financial planning as the cornerstone of building a personalized strategy for asset allocation, diversification of concentrated stock positions, stock option strategies, risk management and insurance planning, Social Security & Medicare strategies, as well as estate planning.
Along with his wife and two children, Jared calls Warwick, RI home. In the company of those he loves, Jared enjoys travel, golf, bowling, boating, camping, and relaxing with a good book.
Recognized as an industry leader:
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.
Credentials
Client Associate
Stephanie joined UBS in 2024. Her main focus is to assist clients with their administrative needs & provide operational support to the team.
She is a former financial advisor. Prior to joining UBS, she worked for Raymond James and Osaic Institutions (formerly Infinex.) She also possesses Series 7 & 66 licenses.
Stephanie is a resident of Wakefield, Rhode Island, where she lives with her son. She is originally from the Detroit, Michigan area, which is why she loves University of Michigan football and the Detroit Lions. She attended the University of Toledo (OH).
Client Associate
Stephanie joined UBS in 2024. Her main focus is to assist clients with their administrative needs & provide operational support to the team.
She is a former financial advisor. Prior to joining UBS, she worked for Raymond James and Osaic Institutions (formerly Infinex.) She also possesses Series 7 & 66 licenses.
Stephanie is a resident of Wakefield, Rhode Island, where she lives with her son. She is originally from the Detroit, Michigan area, which is why she loves University of Michigan football and the Detroit Lions. She attended the University of Toledo (OH).
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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