Insight-based advice

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.


Peter S. Humphrey

Senior Vice President–Wealth Management

Senior Portfolio Manager

CA Insurance License #0D33189

Personal & Community: 

  • The Westerly Hospital Foundation / Board of Directors


  • Charter Member of UBS Financial Services National Managed Accounts Advisory Council
  • Charter Member of UBS Financial Services Retirement Planning Consultant Network


Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IN
  • KY
  • MA
  • ME
  • MO
  • MS
  • NC
  • NH
  • NY
  • PA
  • RI
  • SC
  • TX
  • UT
  • VT
  • WA


  • B.S. Economics, University of Pennsylvania - Wharton School of Business


  • Senior Portfolio Manager
Home Worker FL
Home Worker FL, FL 000
  • (860) 437-2008

Email Me

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UBS and Credit Suisse—stronger than ever

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

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$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager