Senior Client Associate
Mary joined UBS in 2011 after a 16 year tenure at Merrill Lynch. Some of her responsibilities include enabling online account access for our clients as well as overseeing new account opening and transfers for investment, retirement and estate accounts as well as annuities. Mary graduated from Dowling College with her B.A. degree in Finance and during the first four years of her career attended St. John's part time where she earned her M.B.A. in Economics. She maintains her Series 7, Series 66 as well as her Life and Health Insurance licenses. Mary is currently studying for her CRPC® (Chartered Retirement Planning Counselor), a designation that she hopes to obtain by year end. Mary currently resides on Long Island.
Senior Client Associate
Mary joined UBS in 2011 after a 16 year tenure at Merrill Lynch. Some of her responsibilities include enabling online account access for our clients as well as overseeing new account opening and transfers for investment, retirement and estate accounts as well as annuities. Mary graduated from Dowling College with her B.A. degree in Finance and during the first four years of her career attended St. John's part time where she earned her M.B.A. in Economics. She maintains her Series 7, Series 66 as well as her Life and Health Insurance licenses. Mary is currently studying for her CRPC® (Chartered Retirement Planning Counselor), a designation that she hopes to obtain by year end. Mary currently resides on Long Island.
Client Associate
Thomas has been with UBS Financial Services for 3 years as a Registered Client Associate. Over the last 4 years he has worked in the financial industry where he holds his Series 7 and 66 licenses. He is a graduate of New York University with a BA in Sports Management.
Client Associate
Thomas has been with UBS Financial Services for 3 years as a Registered Client Associate. Over the last 4 years he has worked in the financial industry where he holds his Series 7 and 66 licenses. He is a graduate of New York University with a BA in Sports Management.
Senior Client Associate
Senior Client Associate
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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