Experience

California Insurance License 4204668

Jonathan Williamson joined UBS Financial Services Inc. as a First Vice President-Wealth Management, Financial Advisor 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 business. 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 UBS and his team. This experience started at 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 the Verus team. His ability to collaborate effectively with his clients 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 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.

Joshua Fazzino joined UBS Financial Services Inc. as a Financial Advisor in May of 2025. Joshua is committed to helping clients pursue financial independence through customized investment planning. His approach emphasizes thoughtful, data-driven strategies tailored to each client’s unique financial goals.  Joshua focuses on delivering proactive guidance and personalized service to individuals and families navigating all stages of their financial journeys.

Prior to joining UBS Financial Services, Joshua spent three years at Long View Wealth Management, an independent firm affiliated with LPL Financial. In addition to his role as a Financial Advisor, Joshua helped clients understand and prepare for the healthcare component of retirement including Medicare education. This experience has broadened his perspective on comprehensive financial planning and deepened his ability to guide clients through complex, multi-faceted decisions.

Joshua is a graduate of Bryant University, where he earned a Bachelor of Science in Business Administration with a concentration in Accounting and Applied Analytics and a minor in Psychology. He holds a FINRA Series 7 and 66 licenses, as well as Life and Health Insurance licenses.

He resides in Enfield, Connecticut, with his wife Natalie and their dogs, Swiper and Tico. Outside of work, Joshua enjoys golfing, skiing, and snowboarding, and is a passionate fan of baseball and football. He and his wife also enjoy traveling the world and exploring new cultures.

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 their ongoing investment management. 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 coaching and cheering on her boys in all their sports endeavors, working out, and the arts.