Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

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    Janet Marcantonio

    Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CO
    • CT
    • FL
    • HI
    • MA
    • ME
    • NC
    • NH
    • NJ
    • NY
    • PA
    • RI
    • SC
    • TX
    • VT

    Janet graduated from Trinity University with a degree in Speech Communications. She began her financial career with Bank of America in Los Angeles in 1981, earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1993, and her Chartered Retirement Planning Counselor (CRPC®) designation in 2007. She has served as Chair of the Rhode Island Financial Planning Association as well as the Professional Advisory Committee of the Rhode Island Foundation. Janet is a member of the Boards of Directors of Rhode Island Coalition Against Domestic Violence, Sargent Rehabilitation Center, and Kent Hospital Foundation.  She also serves on the Investment Committee of Care New England Health System.

      • Trinity University, Speech Communications
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Retirement Planning Counselor℠
      500 Exchange Street
      Providence, RI 02903
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      Thomas Robinson, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • CO
      • CT
      • FL
      • HI
      • MA
      • ME
      • NC
      • NH
      • NJ
      • NY
      • PA
      • RI
      • SC
      • TX
      • VT
      Tom manages the group's customized investment portfolios through the firm's Portfolio Management Program (PMP)™,applying strategic and tactical disciplines with emphasis on risk management. Tom graduated from the University of Rhode Island with a B.S. degree in Finance and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Prior to joining UBS, he was a Financial Advisor with Merrill Lynch. Tom spent the early part of his financial career as a commercial lending officer for Citizen's Financial Group, based out of Boston, MA.

        • University of Rhode Island, B.S. Degree in Finance
        • CERTIFIED FINANCIAL PLANNER™
        500 Exchange Street
        Suite 1210
        Providence, RI 02903

      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