Experience

CA License #0M15390

Coming from a family of thirteen, Helen has always been passionate about helping others. She finds great satisfaction in building long-term client relationships. As an advocate for her clients, family and friends, she listens to what is most important, reviews all relevant aspects of their lives and creates individualized and tailored solutions. She has established herself as a key trusted advisor in her clients' financial lives.

With over 30 years of experience providing knowledgeable financial guidance and wealth management solutions, Helen possesses a strong background in financial markets and a comprehensive understanding of financial products. She has extensive experience assisting affluent families and business owners with retirement solutions, asset allocation, portfolio management, fixed income portfolio construction, estate planning techniques and concentrated stock strategies. Helen began her career at EF Hutton in 1982 and earned her Certified Branch Office Operations Manager Designation.

Helen specializes in working with high net worth families, business owners and corporate executives. By 1995, she was Director of her own firm which allowed her to fully appreciate the importance of comprehensive financial planning. Given the sophisticated needs of her clients, Helen joined Merrill Lynch in 1998 and also served in a dual role as a Wealth Management Advisor and as Resident Director/Branch Manager.

Helen joined UBS in October 2012, bringing her considerable skillset to the leading global wealth management firm and best positioned to provide world class advice and solutions for her clients. They enjoy and benefit from her hands-on style and creative solutions.

Helen received her degree in Science from Canton ATC, Canton, N.Y.  In her free time, Helen enjoys skiing, sport clay shooting, chasing her dogs and traveling with her husband, Eddie.