Senior Vice President–Wealth Management
Financial Advisor
I am honored to be a Certified Financial Planner™ helping our clients to make critically important decisions about their wealth and life plans. As a CFP®, I have deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. In order to provide comprehensive solutions, I am securities, life, health and long term care insurance licensed, and I am proud to have attained the Portfolio Manager designation at UBS. I graduated with honors from Bowdoin College in Maine. I live in Livingston with my wife, two daughters and our dog Stella.
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
I am honored to be a Certified Financial Planner™ helping our clients to make critically important decisions about their wealth and life plans. As a CFP®, I have deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. In order to provide comprehensive solutions, I am securities, life, health and long term care insurance licensed, and I am proud to have attained the Portfolio Manager designation at UBS. I graduated with honors from Bowdoin College in Maine. I live in Livingston with my wife, two daughters and our dog Stella.
Recognized as an industry leader:
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.
Senior Client Associate
Donna joined Smith Barney in 2001 as a Senior Client Service Associate. She moved to UBS in 2012. Prior to working with Smith Barney, Donna was the managing director of a non-profit national firm providing services to developmentally disabled adults for 13 years. Donna lives with her husband, Andrew, two children, and their menagerie of pets
Senior Client Associate
Donna joined Smith Barney in 2001 as a Senior Client Service Associate. She moved to UBS in 2012. Prior to working with Smith Barney, Donna was the managing director of a non-profit national firm providing services to developmentally disabled adults for 13 years. Donna lives with her husband, Andrew, two children, and their menagerie of pets
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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