Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Jeffrey Affeldt

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Jeff began his career in 1987 and has been providing wealth management solutions to his clients for the past three decades. He joined UBS in 2009

Throughout Jeff's career he has focused on delivering holistic financial solutions by defining a clear and realistic prospective through the creation of a sound financial plan. Jeff has always emphasized goals based planning and total wealth management with a focus on both sides of the balance sheet. This creates a simplified platform for the entire family financial relationship to efficiently operate.

Jeff holds his series 7, 63 and 65 securities licenses. Jeff graduated from Ithaca college with a B.A. in management. Jeff lives in Amherst, NH with his wife Patty.
- Ithaca College , B.A. in Management
- Senior Portfolio Manager
Home Worker NH
Home Worker NH, NH 000

jeffrey.affeldt@ubs.com

Jeffrey Affeldt

Home Worker NH,Home Worker NH,NH,000
Daniel Miles

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Dan began his career in 1986, and has helped clients manage their wealth for the past three decades.

Dan joined UBS in 2009. "Looking back over my career in the financial industry, I have seen both good and bad markets. Navigating ones assets through difficult markets requires a disciplined, well planned approach. If we start with realistic goals, proper diversification, and a solid financial plan, it will smooth out the "noise" that can hamper most people's financial returns."

Dan holds his series 7, 63 and 65 securities licenses as well as life, accident, health and long term care licenses He has a bachelor's degree in business from St. Michael's College and M.B.A. from American International College.

He resides in Kennebunkport, ME with his wife Andrea.
- St. Michael's College, Bachelor's Degree in Business
- American International College, M.B.A.
- Senior Portfolio Manager
One Monarch Place
Suite 1400
Springfield, MA 01144

daniel.miles@ubs.com

Daniel Miles

One Monarch Place,Springfield,MA,01144
James Calabrese

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
CA Insurance Lic. #0160040

Jim joined UBS in 2009 after spending the prior 13 years at Merrill Lynch. He started his career as a financial advisor in 1995 and has put his experience to work for his clients, helping them find the best way forward to pursue the goals that truly matter. Utilizing comprehensive financial planning, Jim helps clients with goals based planning along with advice on investment, insurance and estate planning strategies.

Jim holds the series 7, 63 and 65 securities licenses, as well as life, health, long–term care, and mortgage license (NMLS# 148081). Furthermore, Jim earned the CERTIFIED FINANCIAL PLANNER™ certification in 2000. He is also a graduate of Western New England University with a Bachelor of Science in Finance and Economics.

Jim lives in East Longmeadow, MA. He enjoys golfing, spending time with friends and is an active member of his local Lions Club.
- Western New England University, Bachelor of Science in Finance and Economics
- CERTIFIED FINANCIAL PLANNER®
- Senior Portfolio Manager
One Monarch Place
Suite 1400
Springfield, MA 01144

james.calabrese@ubs.com

James Calabrese

One Monarch Place,Springfield,MA,01144
Robert James Morin, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
CA Insurance Lic. #0L84307

Robert joined UBS in 2008 after spending the prior 9 years at Merrill Lynch. With a career as a financial advisor starting in 1999 he has advised clients through the tech boom and bust; the lost decade; the market meltdown of 2008-2009 and the Great Recession.

Through his Broad experience Robert is able to provide clients with a realistic perspective on building wealth, generating income streams, analyzing insurance needs, and effective tax planning strategies, all through the creation of a financial plan. Robert's clients consist of business owners, professionals, retirees, their children and new referrals. His continued success and longevity serving clients in financial services comes from a daily commitment to patience, concern, empathy and a genuine interest in the markets.

Robert holds the series 7 and 66 securities licenses, as well as life, health, long-term care, and mortgage license (NMLS #1221585 ). Furthermore, Robert earned the CERTIFIED FINANCIAL PLANNER™ certification in 2004. He is also a graduate of Eastern Connecticut State University with a Bachelor of Science in Business.

Robert lives in Conway, MA with his wife Beth. He enjoys golfing, fishing and spending time with family.
- Eastern Connnecticut State University, Bachelor of Science in Business
- CERTIFIED FINANCIAL PLANNER®
One Monarch Place
Suite 1400
Springfield, MA 01144

robert.morin@ubs.com

Robert James Morin, CFP

One Monarch Place,Springfield,MA,01144
Brandon Affeldt

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Brandon joined UBS and the Insight Wealth Management Group in 2018. Prior to UBS, Brandon worked for the asset managers Putnam Investments and Columbia Threadneedle Investments. While working at Putnam and Columbia Threadneedle Brandon guided financial advisors towards the best investment solutions for their clients. Now, with the Insight Wealth Management Group, Brandon's focus is on a client experience that goes beyond just investing. Focused on holistic wealth management that provides the successful, consistent and repeatable results the Insight Wealth Management Group's clients have received for over three decades.

Brandon holds his series 6, 7, 63, 65 securities licenses as well as life, accident, health, long term care and mortgage licenses. Brandon has a B.B.A in Finance from the University of Massachusetts-Amherst. Brandon resides in Westfield, MA.
- University of Massachusetts-Amherst, B.B.A in Finance
One Monarch Place
Suite 1400
Springfield, MA 01144

brandon.affeldt@ubs.com

Brandon Affeldt

One Monarch Place,Springfield,MA,01144
David Reynolds Avery, CFP, CRPC

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
With a penchant for number crunching and inspiration from a financial planning book, Dave parlayed 15 years of financial analysis on marketing programs for McDonald's into a successful career helping people achieve their financial goals. After 10 years at Merrill Lynch guiding clients through some tumultuous times, Dave joined UBS in 2009 and still enjoys watching the elements of a sound financial plan come to fruition for other successful professionals, executives, entrepreneurs and their families.

Dave's client relationships are based on trust, a deep understanding of client needs, a disciplined ongoing communication process, and a structured but flexible investment approach. Accordingly, Dave is able to help clients properly plan for potentially 30 years in retirement, maintaining rising income and purchasing power and guarding against health riskd, so they can be comfortable, independent, and pass a legacy to children, grandchildren, and charitable causes.

A graduate of Lehigh University with a Bachelor of Science in business and economics, Dave earned the CERTIFIED FINANCIAL PLANNER designation in 2004, demonstrating his dedication to the highest level of professionalism in serving clients. Dave also earned the Chartered Retirement Planning Counselor designation in 2005. Dave has held the Series 7 and 66 securities licenses as well as life, health and long-term care insurance licenses since 1999.

Dave is well known in the Berkshires, having served as the Board Chairman for the Berkshire Chamber of Commerce in 2009, and was on the founding Board for 1Berkshire, now the community's leading economic development organization. Dave is a member of the Berkshire County Estate Planning Council. Originally from Summit, NJ, Dave lives in Pittsfield with his wife Elizabeth and children Charlotte and William. Dave coached youth baseball and softball for his kids' teams and still enjoys taking in several New York Mets games each year with the 7Line Army.

NMLS#38138
- Lehigh University, Bachelor of Science in Business and Economics
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Planning Counselor
Crawford Square
137 North Street
Pittsfield, MA 01201

david.avery@ubs.com

David Reynolds Avery, CFP, CRPC

Crawford Square,Pittsfield,MA,01201

Dustin McConnell

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- Louisiana State University , BS in Biology
One Monarch Place
Suite 1400
Springfield, MA 01144

dustin.mcconnell@ubs.com

Dustin McConnell

One Monarch Place,Springfield,MA,01144
Josephine Strain

Senior Client Associate
View bio
Josie began her career within the Wealth Management Industry in 1990 as an Operations Manager and has extensive knowledge of all operational aspects of the client experience. Josie is responsible for all operational and administrative details involved with the group and it's clients. Josie attended Baypath College in Longmeadow, MA. She currently resides in Agawam with her husband Tim and their two children, Sophia and Tyler
- Baypath College
One Monarch Place
Suite 1400
Springfield, MA 01144

josephine.strain@ubs.com

Josephine Strain

One Monarch Place,Springfield,MA,01144
Mary Sweeney

Senior Client Associate
View bio
Mary is a graduate of UMass Amherst and has worked in the financial services industry since 2008. She has been workig for UBS as a Senior Client Service Associate since 2012.

Mary and her husband live in West Springfield, MA. She enjoys skiing, weightlifting and spending time with her 2 dogs.
- University of Massachusetts-Amherst
One Monarch Place
Suite 1400
Springfield, MA 01144

mary.sweeney@ubs.com

Mary Sweeney

One Monarch Place,Springfield,MA,01144
Maria Senuta

Client Associate
View bio
Judy has a background in Human Resources and worked in the financial industry back in early 2000’s. She brings a lot of knowledge and experience to the team. Judy is from Springfield, MA and attended Springfield Technical Community College (STCC). She now resides in Agawam, MA with her husband Shawn and stepdaughter, Tristan
- Springfield Technical Community College
One Monarch Place
Suite 1400
Springfield, MA 01144

judy.senuta@ubs.com

Maria Senuta

One Monarch Place,Springfield,MA,01144

Jeffrey Affeldt

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Jeff began his career in 1987 and has been providing wealth management solutions to his clients for the past three decades. He joined UBS in 2009

Throughout Jeff's career he has focused on delivering holistic financial solutions by defining a clear and realistic prospective through the creation of a sound financial plan. Jeff has always emphasized goals based planning and total wealth management with a focus on both sides of the balance sheet. This creates a simplified platform for the entire family financial relationship to efficiently operate.

Jeff holds his series 7, 63 and 65 securities licenses. Jeff graduated from Ithaca college with a B.A. in management. Jeff lives in Amherst, NH with his wife Patty.
- Ithaca College , B.A. in Management
- Senior Portfolio Manager
Home Worker NH
Home Worker NH, NH 000

jeffrey.affeldt@ubs.com

Jeffrey Affeldt

Home Worker NH,Home Worker NH,NH,000
Daniel Miles

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Dan began his career in 1986, and has helped clients manage their wealth for the past three decades.

Dan joined UBS in 2009. "Looking back over my career in the financial industry, I have seen both good and bad markets. Navigating ones assets through difficult markets requires a disciplined, well planned approach. If we start with realistic goals, proper diversification, and a solid financial plan, it will smooth out the "noise" that can hamper most people's financial returns."

Dan holds his series 7, 63 and 65 securities licenses as well as life, accident, health and long term care licenses He has a bachelor's degree in business from St. Michael's College and M.B.A. from American International College.

He resides in Kennebunkport, ME with his wife Andrea.
- St. Michael's College, Bachelor's Degree in Business
- American International College, M.B.A.
- Senior Portfolio Manager
One Monarch Place
Suite 1400
Springfield, MA 01144

daniel.miles@ubs.com

Daniel Miles

One Monarch Place,Springfield,MA,01144
James Calabrese

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
CA Insurance Lic. #0160040

Jim joined UBS in 2009 after spending the prior 13 years at Merrill Lynch. He started his career as a financial advisor in 1995 and has put his experience to work for his clients, helping them find the best way forward to pursue the goals that truly matter. Utilizing comprehensive financial planning, Jim helps clients with goals based planning along with advice on investment, insurance and estate planning strategies.

Jim holds the series 7, 63 and 65 securities licenses, as well as life, health, long–term care, and mortgage license (NMLS# 148081). Furthermore, Jim earned the CERTIFIED FINANCIAL PLANNER™ certification in 2000. He is also a graduate of Western New England University with a Bachelor of Science in Finance and Economics.

Jim lives in East Longmeadow, MA. He enjoys golfing, spending time with friends and is an active member of his local Lions Club.
- Western New England University, Bachelor of Science in Finance and Economics
- CERTIFIED FINANCIAL PLANNER®
- Senior Portfolio Manager
One Monarch Place
Suite 1400
Springfield, MA 01144

james.calabrese@ubs.com

James Calabrese

One Monarch Place,Springfield,MA,01144
Robert James Morin, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
CA Insurance Lic. #0L84307

Robert joined UBS in 2008 after spending the prior 9 years at Merrill Lynch. With a career as a financial advisor starting in 1999 he has advised clients through the tech boom and bust; the lost decade; the market meltdown of 2008-2009 and the Great Recession.

Through his Broad experience Robert is able to provide clients with a realistic perspective on building wealth, generating income streams, analyzing insurance needs, and effective tax planning strategies, all through the creation of a financial plan. Robert's clients consist of business owners, professionals, retirees, their children and new referrals. His continued success and longevity serving clients in financial services comes from a daily commitment to patience, concern, empathy and a genuine interest in the markets.

Robert holds the series 7 and 66 securities licenses, as well as life, health, long-term care, and mortgage license (NMLS #1221585 ). Furthermore, Robert earned the CERTIFIED FINANCIAL PLANNER™ certification in 2004. He is also a graduate of Eastern Connecticut State University with a Bachelor of Science in Business.

Robert lives in Conway, MA with his wife Beth. He enjoys golfing, fishing and spending time with family.
- Eastern Connnecticut State University, Bachelor of Science in Business
- CERTIFIED FINANCIAL PLANNER®
One Monarch Place
Suite 1400
Springfield, MA 01144

robert.morin@ubs.com

Robert James Morin, CFP

One Monarch Place,Springfield,MA,01144
Brandon Affeldt

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Brandon joined UBS and the Insight Wealth Management Group in 2018. Prior to UBS, Brandon worked for the asset managers Putnam Investments and Columbia Threadneedle Investments. While working at Putnam and Columbia Threadneedle Brandon guided financial advisors towards the best investment solutions for their clients. Now, with the Insight Wealth Management Group, Brandon's focus is on a client experience that goes beyond just investing. Focused on holistic wealth management that provides the successful, consistent and repeatable results the Insight Wealth Management Group's clients have received for over three decades.

Brandon holds his series 6, 7, 63, 65 securities licenses as well as life, accident, health, long term care and mortgage licenses. Brandon has a B.B.A in Finance from the University of Massachusetts-Amherst. Brandon resides in Westfield, MA.
- University of Massachusetts-Amherst, B.B.A in Finance
One Monarch Place
Suite 1400
Springfield, MA 01144

brandon.affeldt@ubs.com

Brandon Affeldt

One Monarch Place,Springfield,MA,01144
David Reynolds Avery, CFP, CRPC

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
With a penchant for number crunching and inspiration from a financial planning book, Dave parlayed 15 years of financial analysis on marketing programs for McDonald's into a successful career helping people achieve their financial goals. After 10 years at Merrill Lynch guiding clients through some tumultuous times, Dave joined UBS in 2009 and still enjoys watching the elements of a sound financial plan come to fruition for other successful professionals, executives, entrepreneurs and their families.

Dave's client relationships are based on trust, a deep understanding of client needs, a disciplined ongoing communication process, and a structured but flexible investment approach. Accordingly, Dave is able to help clients properly plan for potentially 30 years in retirement, maintaining rising income and purchasing power and guarding against health riskd, so they can be comfortable, independent, and pass a legacy to children, grandchildren, and charitable causes.

A graduate of Lehigh University with a Bachelor of Science in business and economics, Dave earned the CERTIFIED FINANCIAL PLANNER designation in 2004, demonstrating his dedication to the highest level of professionalism in serving clients. Dave also earned the Chartered Retirement Planning Counselor designation in 2005. Dave has held the Series 7 and 66 securities licenses as well as life, health and long-term care insurance licenses since 1999.

Dave is well known in the Berkshires, having served as the Board Chairman for the Berkshire Chamber of Commerce in 2009, and was on the founding Board for 1Berkshire, now the community's leading economic development organization. Dave is a member of the Berkshire County Estate Planning Council. Originally from Summit, NJ, Dave lives in Pittsfield with his wife Elizabeth and children Charlotte and William. Dave coached youth baseball and softball for his kids' teams and still enjoys taking in several New York Mets games each year with the 7Line Army.

NMLS#38138
- Lehigh University, Bachelor of Science in Business and Economics
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Planning Counselor
Crawford Square
137 North Street
Pittsfield, MA 01201

david.avery@ubs.com

David Reynolds Avery, CFP, CRPC

Crawford Square,Pittsfield,MA,01201
Dustin McConnell

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- Louisiana State University , BS in Biology
One Monarch Place
Suite 1400
Springfield, MA 01144

dustin.mcconnell@ubs.com

Dustin McConnell

One Monarch Place,Springfield,MA,01144
Josephine Strain

Senior Client Associate
View bio
Josie began her career within the Wealth Management Industry in 1990 as an Operations Manager and has extensive knowledge of all operational aspects of the client experience. Josie is responsible for all operational and administrative details involved with the group and it's clients. Josie attended Baypath College in Longmeadow, MA. She currently resides in Agawam with her husband Tim and their two children, Sophia and Tyler
- Baypath College
One Monarch Place
Suite 1400
Springfield, MA 01144

josephine.strain@ubs.com

Josephine Strain

One Monarch Place,Springfield,MA,01144
Mary Sweeney

Senior Client Associate
View bio
Mary is a graduate of UMass Amherst and has worked in the financial services industry since 2008. She has been workig for UBS as a Senior Client Service Associate since 2012.

Mary and her husband live in West Springfield, MA. She enjoys skiing, weightlifting and spending time with her 2 dogs.
- University of Massachusetts-Amherst
One Monarch Place
Suite 1400
Springfield, MA 01144

mary.sweeney@ubs.com

Mary Sweeney

One Monarch Place,Springfield,MA,01144
Maria Senuta

Client Associate
View bio
Judy has a background in Human Resources and worked in the financial industry back in early 2000’s. She brings a lot of knowledge and experience to the team. Judy is from Springfield, MA and attended Springfield Technical Community College (STCC). She now resides in Agawam, MA with her husband Shawn and stepdaughter, Tristan
- Springfield Technical Community College
One Monarch Place
Suite 1400
Springfield, MA 01144

judy.senuta@ubs.com

Maria Senuta

One Monarch Place,Springfield,MA,01144

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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

Insight-based advice

Pursuing your goals together

Jeffrey Affeldt

Daniel Miles

James Calabrese

Robert James Morin, CFP

Brandon Affeldt

David Reynolds Avery, CFP, CRPC

Dustin McConnell

Josephine Strain

Mary Sweeney

Maria Senuta