First Vice President–Wealth Management
California Insurance License 4204668
Jonathan Williamson joined UBS Financial Services Inc. as a First Vice President with the Verus Wealth Management Group in August of 2020. His commitment to empowering clients to make well informed, educated and prudent financial decisions remains a core belief of his practice. This approach will complement the culture of Verus Wealth Management and what our clients have come to expect relative to extensive planning, deep relationships and service.
Jonathan brings a twenty year career in the financial services industry to Verus Wealth. This experience has exclusively been with Fidelity Investments. Prior to joining UBS in August of 2020, Jonathan served in the role of Vice President / Financial Consultant with Fidelity Investments in the West Hartford, CT investor center advising high net worth clients. Jonathan brings a deep background in modern portfolio theory, risk management and retirement income planning to Verus. His ability to collaborate effectively with his client towards individualized financial goals remains a hallmark.
Jonathan is a graduate of St. Anselm College class of 1991. Throughout his twenty year career Jonathan has received extensive training in preparing customized financial plans, legacy planning concepts and servicing the needs of the high net worth client. He holds FINRA Series 7, 63, 66 as well as life insurance licenses (including California Insurance License 4204668).
Jonathan and his wife Jessica live in East Longmeadow, MA with their two children, Luke and Jack. Jonathan is an outdoor enthusiast and active cyclist.
Wealth Strategy Associate
After working in the mortgage industry for four years, Christine transitioned to the financial services industry with Merrill Lynch in 2007. She joined UBS in 2009 and has been a member of the Verus Wealth Management Group since 2013. Christine assists in the construction of clients' financial plans and the ongoing investment management of their portfolios and financial solutions. She also manages the team's insurance and mortgage business. Christine has obtained her Chartered Retirement Planning Counselor designation, is FINRA series 7 and 66 licensed, and also holds her health and insurance licenses. Christine resides in East Forest Park with her sons Jackson and Logan. In her spare time, Christine enjoys working out and the arts.
Stephanie joined UBS and the Verus Wealth Management Group in October 2014. Stephanie is the primary source of contact for all client service related matters and provides efficient, accurate, and timely turnaround of all requests.
Stephanie resides in South Hadley, Massachusetts with her two children, Kyle and Emma. In her free time, she enjoys spending time at her children's sporting events and volunteering at their schools.