Insight-based advice

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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 Patti.

• Ithaca College , B.A. in Management

• Senior Portfolio Manager

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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

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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

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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 Connecticut State University, Bachelor of Science in Business

• CERTIFIED FINANCIAL PLANNER®

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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

• CERTIFIED FINANCIAL PLANNER®

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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

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• Louisiana State University , BS in Biology

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

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

Mary is a graduate of UMass Amherst and has worked in the financial services industry since 2008. She has been working 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