Senior Vice President–Wealth Management
Financial Advisor
Having experienced multiple economic and political cycles over a long and successful career, Steve believes that he is uniquely qualified to uncover areas of opportunity during periods of strength and protect clients during periods of stress.
“My passion as a financial advisor is driven by my desire to work closely with our clients, to understand and realize what is truly important to them and to help them achieve both their personal and financial objectives”.
Past Experience
Life
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Peter is a second-generation professional in the financial services industry, following his father who is a 45-year veteran of the industry and his role model. A part of the industry for twenty years himself, he focuses on estate planning, new business development and asset allocation strategies. Peter seeks to provide overall strategic direction for the team and their clients.
“I take great pride in the trust clients have placed in me and my team, and I engage in every relationship with an open mind, thoughtful approach, and empathy.”
Past Experience
Life
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Bill’s career as a Financial Advisor started 37 years ago after graduating from college. He helps create personalized road maps and financial plans for his team’s clients. Clients say his passion for the business resonates with them.
“Over the years it has been extremely rewarding and satisfying to help clients realize their financial goals and objectives”.
Past Experience
Life
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Sinead has over 17 years of experience working with High-Net-Worth Clients at UBS. Sinead appreciates and understands the responsibility and trust her clients place in her to deliver thoughtful advice and practical solutions. Her approach is collaborative and educational whereby clients feel in control and confident that they are making well informed decisions today and for their future. She is a Certified Financial Planner (CFP), demonstrating her true commitment to serving the complex needs of individuals and families with substantial wealth.
“To me, a successful financial plan isn’t about seeing numbers grow on paper, it’s about living and enjoying your life and seeing your children and grandchildren enjoy your hard earned success.”
Past Experience
Life
Education
Credentials
Senior Client Associate
Nichole’s 12 years of experience in the financial services industry serves as a valuable asset in support of the team and it’s clients—most particularly in the areas of retirement planning, annuities, mutual funds and alternative investments.
Senior Client Associate
Kim began her career in the Finance industry in 2009 as an intern for the team. Upon graduation in 2010, she joined the team. Kim is a Client Service Associate responsible for assisting clients with all aspects of their financial and operational needs. She supports the team’s administrative functions and provides excellent customer service. She demonstrates integrity and strives to be an indispensable resource to her clients and her team.
Experience
Life
Education