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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Vice President–Wealth Management
Financial Advisor
As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer you customized wealth management advice and personalized service. I would work closely with you to develop an investment strategy tailored to your needs. I would make it a point to have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.
Peter has earned considerable professional experience over the years. He began his career as a corporate executive in the mid-80s, including at new business start-ups, with chief financial officer responsibilities. His financial services career began in 2005 with RBC and joined UBS Bangor Branch in 2007. Peter attributes his success to thorough global research, financial planning education and experience, as well as a genuine desire to help people with many of life’s most important and intimate issues.
Peter graduated from Colby College in 1981 with a B.A. He completed graduate studies at New York University, University of Connecticut and Harvard University. He holds the Series 7 and 66 securities licenses, as well as life, health and long-term care insurance licenses. Peter earned the Certified Exit Planning Advisor certification in 2017 from the Exit Planning Institute.
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.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer you customized wealth management advice and personalized service. I would work closely with you to develop an investment strategy tailored to your needs. I would make it a point to have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.
Peter has earned considerable professional experience over the years. He began his career as a corporate executive in the mid-80s, including at new business start-ups, with chief financial officer responsibilities. His financial services career began in 2005 with RBC and joined UBS Bangor Branch in 2007. Peter attributes his success to thorough global research, financial planning education and experience, as well as a genuine desire to help people with many of life’s most important and intimate issues.
Peter graduated from Colby College in 1981 with a B.A. He completed graduate studies at New York University, University of Connecticut and Harvard University. He holds the Series 7 and 66 securities licenses, as well as life, health and long-term care insurance licenses. Peter earned the Certified Exit Planning Advisor certification in 2017 from the Exit Planning Institute.
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.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
