Navigating the opportunities your wealth presents

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Andrew began his career in financial services in 1985 and joined UBS in 2004. He serves entrepreneurs, professionals, nonprofit institutions and businesses. Andrew receives great satisfaction in knowing a client’s goals and objectives and working with the client to achieve them.

He is a Certified Private Wealth Advisor® (CPWA®), Certified Financial Planner™ professional, holds the Series 7 and 66 securities licenses and is licensed to offer insurance. Andrew has a liberal arts degree in mathematics from Colby College in Waterville, ME.

Andrew is an avid road cyclist and enjoys exercising, soccer, boating and photography. He is a Trustee of the Bushnell Center for Performing Arts and Chair of its Board of Ambassadors, a member and past President of the Estate Business Planning Council of Hartford, the incoming Chair of the Board for the Hartford Foundation for Public Giving, and a past chair of that organization’s Catalyst Endowment Fund. Andrew and his wife, Kathleen have two adult daughters and spend time between Hartford and their home in Stonington.

• Barron's Top 1,200 Financial Advisors, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 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.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Ashley provides wealth management services for institutional and individual investors. The professionals he serves includes doctors, lawyers and small business owners. In addition, Ashley provides advisory services to nonprofit organizations and governmental entities.

Ashley focuses on holistic wealth planning, which includes financial planning, investments, tax minimization, insurance and college funding. For institutions, he focuses on strategies that seek to provide clients with ample liquidity and enough flexibility to accomplish their stated objectives, while lowering the likelihood of a funding shortfall.

Ashley joined UBS in 2005 after several years at Lehman Brothers, where he served as an analyst. He has received the CFA® and CFP® designations. Ashley also holds the Series 7 and 66 securities licenses and is licensed to offer insurance. He earned a B.S. in finance and an M.B.A. from the University of Connecticut. Ashley serves on the board of the Children’s Educational Opportunity Foundation of CT, and is also a member of the local UConn Hartford Alumni chapter and the Estate Business Planning Council of Hartford. He and his wife, Laura, live in Southington, CT, with their son, Austin, and daughter, Annabelle.

• Barron's Top 1,200 Financial Advisors, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 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.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Paul joined Long River Wealth Management in January of 2020 as a partner. Paul brings 20 years of Wealth Management experience. For the past 15 years he has been a member of the UBS Chief Investment Office, most recently in the role of Editor in Chief and Head of Product Management in the Americas. Previously he held roles within capital markets and research at Morgan Stanley. Paul looks forward to applying his experience with markets, investment strategy, communication, and wealth management solutions to helping our clients meet their goals.

Paul holds the series 7, 66, and 24 designations. He also holds degrees in English, economics, and accounting from the University of California at Santa Barbara. He is a graduate of Choate Rosemary Hall in Connecticut.

Paul and his wife Julia, an architect, live in Stonington, Connecticut with their daughter and son. Paul is an avid tennis and paddle tennis player and an amateur pianist. He is a member of the Board of Directors of the Stonington Historical Society, member of the Vestry of Calvary Church, President of the Board of Governors of the Wadawanuck Club, and past President of the Board of Directors of La Grua Center – all in Stonington.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Paula joined UBS and Long River Wealth Management in 1995. Being a part of Long River for more than 26 years has given Paula the opportunity to experience, understand and appreciate all facets of the Team and its roles. She is now a partner and Financial Advisor, managing the group’s day-to-day operations and administration along with portfolio trading. She holds the Series 7, 63 and 65 securities licenses and is a graduate of Simmons College, Boston, MA, where she earned a Bachelor of Arts degree in economics.

Outside of the office, Paula enjoys boating, skiing, traveling and yoga. Staying active is important to her as well as spending time with her family. She and her husband Pete live in Simsbury, CT with their four children Lily, Jack, Julia and Elena.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Nikki joined Long River Wealth Management in 2022 as a Financial Advisor. Prior to joining the team, Nikki was a wealth planning associate with UBS, focusing on creating and delivering financial goal analyses to clients. Before joining UBS in 2020, she held various marketing and business development positions at 3M.

Nikki holds her Series 7 and 66 designations. She has an undergraduate degree from Boston University with a focus on business and environmental science and an M.B.A. from the University of Texas at Austin. She is also an alumna of the Loomis Chafee School. She and her husband Mike live in Madison, CT with their two young sons Miles and Graham. Outside of the office, she enjoys spending time with family at the beach in the summer and skiing in Vermont in the winter.

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Stephen maintains both the series 7 and 66 securities licenses. Stephen performs multiple roles on the Team, with specific proficiency in developing custom financial plans and utilization of the firm's trading platforms. The financial planning process that Stephen leads clients through includes a detailed asset allocation analysis to help insure that client portfolio positioning is aligned with individual goals and risk tolerance. Stephen also performs multiple trading and analysis functions in an effort to support the Team's discretionary Portfolio Management offerings. Stephen works directly with Senior Portfolio Manager Ashley Martella on managing all aspects of the team's discretionary monies, including being involved in discussions on asset allocation, stock selection, and manager selection.

An alumnus of Roger Williams University with a B.A. in philosophy, Stephen pursued a career in law, attending New England School of Law in Boston. He changed his career direction, leaving law school to instead pursue his passions for finance and the capital markets. He entered the financial services industry in 2009, working his way up through various positions at UBS.

On a personal note, Stephen loves the outdoors and spends his time kayaking, backpacking, fly fishing and snowboarding.

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Kent joined Long River Wealth Management as a Wealth Strategy Associate in 2022. In this role, Kent works to support the investment strategy, trading, financial planning, and strategic development activities of the team. Kent holds the Series 7 and 66 securities licenses.

Prior to joining UBS, he was a Vice President of Commercial Banking at Silicon Valley Bank, working out of their Boston office before relocating to Toronto to help drive the bank’s Canadian market expansion. Kent attended Bates College, where he studied economics and was a member of the men’s lacrosse team. Kent currently resides in Simsbury, CT. Outside of work, Kent enjoys cooking, hiking, and travel.

Carol has worked in the financial services industry since 2007 and joined Long River Wealth Management in 2013. As a Senior Client Service Associate, she is cross-trained in all areas but primarily focuses on the client onboarding process, including opening new accounts and processing incoming account transfers, as well as the scheduling of client appointments and other administrative related items.

Carol resides in West Springfield, MA. She enjoys spending time with family and friends, and attending sporting events for all of New England’s teams, especially the Boston Red Sox.

Nancy joined Long River Wealth Management in 2016. She assists with operational duties for the team. She graduated with an Associates Degree in Science for Accounting.

Nancy resides in East Hartford, CT with her husband, Marco, and her daughter, Jennifer. In her spare time she enjoys reading and cooking. She also enjoys traveling to Kentucky, where her oldest daughter Jessica and her husband reside.

Kelly is known by many of our longstanding clients from her earlier and outstanding work as a CSA. Kelly left the group many years ago to devote her time and attention to another demanding and personally rewarding endeavor, raising- along with husband David, a commercial pilot with UPS- her three then-young children. Years later and the children well launched, she returns to our group with the same talent and abilities she displayed during her earlier successful tenure that spanned more than a decade.

Erin joined the team in March of 2021 as a client service associate. In this capacity, she assists in the full range of operational responsibilities, including client onboarding, account opening, scheduling, and other key administrative functions.

Erin has over 10 years of experience in social work and holds a degree in that field from Ann Maria College. She is a resident of Tolland, CT and is active in that community, serving on the Tolland Youth Lacrosse Board (for seven years) and volunteering at the Cornerstone Soup Kitchen. In her free time, Erin enjoys yoga, running, and attending her four children’s sporting events.

Lynn Joined Long River Wealth Management in 2023 as a CSA.  In this capacity, Lynn works to support the needs of clients, with a focus on a broad range of transactional processes.  Before joining the team, Lynn spent 10 years working in the banking and lending industry.

A resident of Agawam, MA, Lynn enjoys boating, hiking, exploring new restaurants, cheering on the Boston Bruins, and spending time with friends and family.