Wealth Strategy Associate
Julia joined UBS in 2018 as an intern. She graduated from the University of Connecticut in 2019 where she double majored in Communications and Inequality/Women’s Gender Studies. After graduating, she lived in New York City for four years where she worked in the UBS Wealth Advice Center in the corporate office prior to joining the team.
She currently lives in Concord, New Hampshire with her dog and cat. In her free time, she loves to spend time with her family, run, and travel.
Wealth Strategy Associate
Julia joined UBS in 2018 as an intern. She graduated from the University of Connecticut in 2019 where she double majored in Communications and Inequality/Women’s Gender Studies. After graduating, she lived in New York City for four years where she worked in the UBS Wealth Advice Center in the corporate office prior to joining the team.
She currently lives in Concord, New Hampshire with her dog and cat. In her free time, she loves to spend time with her family, run, and travel.
Client Associate
Erin joined UBS in 2019 as a Register Client Service Associate. Prior to joining UBS, she worked at Fidelity Investments assisting 401(k) participants in creating retirement plans. She attended Norwich University where she earned her BA in Psychology and BS in Elementary Education.
Erin currently resides in Bradford, New Hampshire with her husband, two daughters, and two dogs. She enjoys reading, spending time outdoors, gardening, and traveling.
Client Associate
Erin joined UBS in 2019 as a Register Client Service Associate. Prior to joining UBS, she worked at Fidelity Investments assisting 401(k) participants in creating retirement plans. She attended Norwich University where she earned her BA in Psychology and BS in Elementary Education.
Erin currently resides in Bradford, New Hampshire with her husband, two daughters, and two dogs. She enjoys reading, spending time outdoors, gardening, and traveling.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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