Experience

Makes all the difference

Our team provides comprehensive wealth management services to our clients. Our team members have been selected for their knowledge of the financial markets, overall investment management skills and commitment to client service. Collectively, our team has more than 50 years of combined experience in the financial services industry. We take pride in our strategies and the service we provide to our clients.

Marco Calabro

First Vice President–Wealth Management

Marco has been in the financial services industry since 1996. Prior to joining UBS, he worked at Putnam Investments and Wachovia Securities.

Marco oversees the vision and strategy for both individual and corporate clients served by The Harmuth Calabro Group. As a retirement plan consultant he brings a depth of experience to corporate clients requiring strategic guidance on fiduciary services, employee education, fund comparison and performance review, and investment policy statements.  Marco holds the Chartered Retirement Planning Consultant®  (CRPS®) designation and serves as a Portfolio Manager.

In addition to serving the group's corporate clients, Marco provides both individuals and families with complete investment management and financial planning services.  He has extensive experience advising clients on wealth accumulation, retirement planning and the complex issues surrounding generational wealth transfer. 

Marco and his wife Nancy live in Merrimac, MA with their 2 daughters Ally and Meg.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • MA
  • MD
  • ME
  • MT
  • NC
  • NH
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT

Credentials

  • Chartered Retirement Plans Specialist℠
  • Portfolio Manager
  • Retirement Plan Consultant
8 Essex Center Drive
2nd Floor
Peabody, MA 01960

Email Me

marco.calabro@ubs.com
Marco Calabro
8 Essex Center Drive,Peabody,MA,01960

William Harmuth, CFP

Senior Vice President–Wealth Management

Bill has been in the financial services industry for more than 20 years and has successfully guided his clients through unprecedented market conditions. Prior to joining UBS, he served as an investment professional at A.G. Edwards and Wachovia Securities. Bill focuses on working with affluent families. He is one of a select group of planners who have met the rigorous education, examination, experience and ethics requirements necessary to become a CERTIFIED FINANCIAL PLANNER™ professional. He earned a B.S. in science from Carroll School of Management at Boston College in 1981.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • MA
  • MD
  • ME
  • MT
  • NC
  • NH
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT

Education

  • Carroll School of Management at Boston College, B.S. Science

Credentials

  • Portfolio Manager
  • Retirement Plan Consultant
  • CERTIFIED FINANCIAL PLANNER®
8 Essex Center Drive
2nd Floor
Peabody, MA 01960

Email Me

william.harmuth@ubs.com
William Harmuth, CFP
8 Essex Center Drive,Peabody,MA,01960