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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
Senior Vice President–Wealth Management
Financial Advisor
After working in law enforcement for several years as a police officer, Kevin came to UBS to join his father's business in 2013. Together, they work with individuals and families to assist them in growing and protecting their wealth.
With his clients, he emphasizes asset allocation and total portfolio management. Areas of focus include comprehensive financial planning, budgeting, and insurance needs. Kevin is FINRA-registered and holds a Series 7 General Securities Representative license and a Series 66 Uniform Combined Agent/Investment Advisor State Law securities license. He also holds licenses for life, accident, long term care, and health insurance and variable annuities in Massachusetts. Kevin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®).
Kevin's community affiliations have included the Bourne-Sandwich Rotary Club, Elder Services of Cape Cod, and Flower Angels USA. Kevin is a member of the Financial Planning Association and Cape Cod Estate Planning Council.
Kevin graduated Summa Cum Laude from Western New England University with a Bachelor of Science degree in Criminal Justice and earned an M.B.A. with a Finance Concentration at the University of Massachusetts-Dartmouth. He lives in Sandwich, Massachusetts with his wife and two daughters.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
After working in law enforcement for several years as a police officer, Kevin came to UBS to join his father's business in 2013. Together, they work with individuals and families to assist them in growing and protecting their wealth.
With his clients, he emphasizes asset allocation and total portfolio management. Areas of focus include comprehensive financial planning, budgeting, and insurance needs. Kevin is FINRA-registered and holds a Series 7 General Securities Representative license and a Series 66 Uniform Combined Agent/Investment Advisor State Law securities license. He also holds licenses for life, accident, long term care, and health insurance and variable annuities in Massachusetts. Kevin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®).
Kevin's community affiliations have included the Bourne-Sandwich Rotary Club, Elder Services of Cape Cod, and Flower Angels USA. Kevin is a member of the Financial Planning Association and Cape Cod Estate Planning Council.
Kevin graduated Summa Cum Laude from Western New England University with a Bachelor of Science degree in Criminal Justice and earned an M.B.A. with a Finance Concentration at the University of Massachusetts-Dartmouth. He lives in Sandwich, Massachusetts with his wife and two daughters.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
