How can you pursue what matters most?

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Reuben Fink

    Reuben Fink

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    Reuben Fink is a Wealth Management Advisor at UBS in Boston.  He has 13 years of experience and works with a team of 6 professionals.  Reuben helps coordinate the financial affairs of his clients including financial planning, investing, estate planning strategies, mortgages, lending and insurance. Reuben’s client base includes senior executives, tech entrepreneurs and high net worth families.

    Reuben's hobbies include reading, running, finding hidden coffee shops and exploring nature. He enjoys learning about a person’s life story.

    Reuben lives in Newton, MA with his wife Laura and their two children Naomi and Noah.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        One Post Office Square
        35th floor
        Boston, MA 02109
      • Michelle Mardany

        Michelle Mardany

        Senior Client Associate

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • ID
        • IL
        • IN
        • MA
        • MD
        • ME
        • MI
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI

        After attending Boston University, Michelle began her career in the financial services industry in 1982 at Merrill Lynch in Boston MA.  She has spent the past 37 years in the financial industry in the client service role supporting high-net worth Advisors.

        Michelle joined UBS from Morgan Stanley in October of 2016, joining the Douvadjian Group in March of 2017. Her passion for helping people comes through in her take charge approach to problem solving and assisting the team to deliver the highest client experience possible.  Michelle is series 7 and 63 licensed.

        Michelle is a devoted Boston sports fan, loves golfing with the Executive Woman’s Golf Association and has a passion for the cinema.  By way of Northern New Jersey, Michelle has called the North End of Boston her home for the past 30 years, loving the city life.

              One Post Office Square
              35th floor
              Boston, MA 02109

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            UBS and Credit Suisse—stronger than ever

            Managing wealth is our craft

            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.

            Backed by the strength of UBS

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            In invested assets globally 
            As of 11/07/2023

            51 countries

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            UBS is a world-leading wealth manager

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