Experience

Areas of Focus
– Custom financial/retirement planning and educational funding
– Asset allocation and individual investment portfolio construction
– Personal cash flow evaluation and guidance
– Advanced wealth preservation and gifting strategies
– Cross collaboration with clients’ external advisor network (attorneys, accountants, etc)

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.  UBS Financial Services Inc. is in the business of establishing Education Savings Accounts for clients and we get paid administrative fees such as account maintenance fees and also fees on investments in the account. For more information on how we get paid, please refer to our Understanding our Fees booklet available at ubs.com/understandingourfees, or ask your UBS Financial Advisor for a copy

Wealth Management Philosophy
For almost 20 years, Megan’s tireless work ethic and positive attitude has allowed clients to focus on their long-term goals. She believes that true wealth management is about providing thoughtful, comprehensive solutions based on extensive knowledge and experience that deliver real value to our clients. Her attention to detail helps to provide that every aspect of our clients’ financial picture has been fully reviewed.

Credentials and Credibility
Megan is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Financial Analyst® designation.
– Certified Financial PlannerTM (CFP®): CFPs help clients set and pursue financial goals while being held to the highest ethical and professional standards in the industry. CFPs are required to put your financial interests ahead of their own.
– Chartered Financial Analyst (CFA®): CFAs specialize in advanced investment analysis, portfolio management and risk evaluation.
– FINRA Series 7, 31, 66 securities licenses
– Life and variable annuity insurance licenses
– M.B.A. in financial evaluation/investment management, Lynn University
– B.S. computer management systems and business management, Lynn University; magna cum laude
– Member of Sigma Beta Delta

CA Insurance License: 0K82285

Insurance products including annuities are made available by UBS Financial Services Insurance Agency Inc. or other insurance licensed subsidiaries of UBS Financial Services Inc. through third-party unaffiliated insurance companies.

Areas of Focus
– Proactive client account maintenance and administration
– General banking services execution, including money wires and cashier’s checks
– Online banking services support, including Social Security auto deposit and online bill payment setup
– Client outreach, including IRA distributions and contributions
– New client orientation and onboarding
– Organization and preparation of financial documents for team review

Wealth Management Philosophy
Fully embracing the team’s guided principles and client focus, Alison views exceptional service as her top priority. She places equal importance on client issues and concerns, consistently seeing them through to completion. An effective communicator, she consistently follows up with our clients to strengthen the relationship and build trust. She works closely with Megan preparing client reviews, financial plans and portfolio proposals. She is appreciated for her warmth, thoughtfulness and dedication.

Credentials and Credibility
With over a decade of experience in the financial services industry, Alison enhances our client relationships by providing valuable insights and knowledge needed to serve our clients in a professional and timely manner. Alison continues to be a high-achieving member of our team, gaining deeper knowledge about the different facets of our practice.
– M.B.A. marketing, Lynn University
– B.S. business administration, Lynn University; summa cum laude
– FINRA Series 7 and 66 securities licenses
– Member of Sigma Beta Delta
– 4-year starter and scholarship student-athlete with appearance in NCAA Sweet Sixteen, Varsity Women’s Soccer