Insight-based advice

Pioneer Insight Wealth Consultants

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.

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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

    Jeffrey Affeldt

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NV
    • 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
    • Daniel Miles

      Daniel Miles

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • HI
      • IL
      • IN
      • KS
      • MA
      • MD
      • ME
      • MI
      • MN
      • NC
      • NH
      • NJ
      • NM
      • NV
      • 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
      • James Andrew Calabrese

        James Calabrese

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • HI
        • IL
        • IN
        • KS
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NH
        • NJ
        • NM
        • NV
        • 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 investment, insurance and estate planning advice. 

        Jim holds the series 7, 63 and 65 securities licenses, as well as life, health, long –term care, and mortgage license.  Furthermore, Jim earned the CERTIFIED FINANCIAL PLANNER™ designation 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
        • Robert James Morin

          Robert James Morin, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • HI
          • IL
          • IN
          • KS
          • MA
          • MD
          • ME
          • MI
          • MN
          • NC
          • NH
          • NJ
          • NM
          • NV
          • 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, all through the creation of a financial plan. Robert's clients consist of business owners, professionals, retirees, thier 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 interst in the markets.

          Robert holds the series 7 and 66 securities licenses, as well as life, health, long-term care, and mortgage license. Furthermore, Robert earned the CERTIFIED FINANCIAL PLANNER™ designation 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
          • Brandon Spaulding Affeldt

            Brandon Affeldt

            Financial Advisor

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            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • HI
            • IL
            • IN
            • KS
            • MA
            • MD
            • ME
            • MI
            • MN
            • NC
            • NH
            • NJ
            • NM
            • NV
            • 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
              • David Reynolds Avery

                David Reynolds Avery, CFP, CRPC

                First Vice President–Wealth Management

                Financial Advisor

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                • AK
                • AZ
                • CA
                • CO
                • CT
                • DC
                • FL
                • GA
                • HI
                • IL
                • IN
                • KS
                • MA
                • MD
                • ME
                • MI
                • MN
                • NC
                • NH
                • NJ
                • NM
                • NV
                • 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

                The Year Ahead - Sustainable Investing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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                In invested assets globally 
                As of 06/30/2022

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