Financial planning and beyond

Office lobby

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Young man on a bridge

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.

  • Sherry Olson-Lusardi

    Sherry Olson-Lusardi

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • MA
    • ME
    • NC
    • NH
    • NV
    • NY
    • OR
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WI

    Sherry is the Senior Portfolio Manager for Lusardi Wealth Management. Sherry manages portfolios for families, executives, entrepreneurs and non-profits, with a focus on reliable income, incremental growth and tax efficiency. She invests in stocks with proven dividend growth, suitable bonds, and an appropriate allocation to technology and healthcare stocks for growth.   

    Sherry has more than 35 years of investment management experience.. She joined UBS in 2003 as a Portfolio Manager. Her investment management career includes institutional municipal bond sales at Merrill Lynch and 12 years as a Financial  Advisor at Smith Barney.

    Sherry graduated with a B.A.from Wake Forest University  in 1981.She is a member of the Westborough Garden Club. Sherry lives in Worcester, MA with her husband Michael.

     

    • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The 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 Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • Wake Forest University, B.A.
    • Chartered Retirement Plans Specialist℠
    • Senior Portfolio Manager
    One State St.
    Ste. 1600
    Hartford, CT 06103
  • Michael Lusardi

    Michael Lusardi, CFP, CLU, ChFC

    Senior Wealth Strategy Associate

    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • MA
    • ME
    • NC
    • NH
    • NV
    • NY
    • OR
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WI

    Michael Lusardi is the Senior Wealth Strategy Associate for Lusardi Wealth Management. Michael is a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant. He provides comprehensive financial planning for our clients. These plans include cash flow analysis, stock options modeling, executive benefit analysis, 401k and business retirement plan review, annuity and life insurance analysis, social security review, estate and tax planning, and retirement plan income recommendations.  

    Michael has 37 years of tax, insurance and investment advisory experience. He is a former IRS Field Agent  and a former Tax Senior at PriceWaterhouse Coopers. He also worked as a commercial insurance broker and property casualty advisor for ultra-high-net worth business owners and their families. Michael joined UBS in 2009 as a partner in Lusardi Wealth Management.

    Michael graduated from Bentley College in 1979 with a B.S. in Accounting. He is a member of the Worcester Estate Planning Council. 

    Michael lives in Worcester, MA with his wife Sherry. MIchael is an avid road cyclist. He and Sherry participate in many cycling clubs in New England.

     

      • Bentley College, B.S. in Accounting
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Life Underwriter®
      • Chartered Financial Consultant
      Home Worker MA
      Home Worker MA, MA 000
    • image

      Carrie McGurkin

      Authorized Officer

      Senior Client Associate

      • image
      • image
      • AZ
      • CA
      • CT
      • FL
      • HI
      • MA
      • NV
      • PA
      • SC

      Carrie is a Senior Registered Client Associate. With over thirty years of experience, Carrie's focus is providing quality client service and administrative support to our clients. She began her career at E.F. Hutton and also worked at Kidder, Peabody. Previous positions include Branch Administrative Manager and Assistant to a Managing Director heading a team responsible for overseeing various companies' Employee Stock Option Plans throughout the country. Carrie spends most of her time in Rhode Island with family and dogs, Zelda and Bulleit.

            One State Street
            Suite 1600
            Hartford, CT 06103

          The circular economy: What is it?

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

          Insights