Richard Morrow, CFP
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Richard Morrow, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AL
  • AZ
  • AZ
  • CA
  • CA
  • CO
  • CO
  • CT
  • CT
  • DC
  • DC
  • DE
  • DE
  • FL
  • FL
  • GA
  • GA
  • HI
  • HI
  • IA
  • IA
  • IL
  • IL
  • IN
  • IN
  • KS
  • KS
  • LA
  • LA
  • MA
  • MA
  • MD
  • MD
  • ME
  • ME
  • MO
  • MO
  • MT
  • MT
  • NC
  • NC
  • NH
  • NH
  • NJ
  • NJ
  • NM
  • NM
  • NV
  • NV
  • NY
  • NY
  • OH
  • OH
  • OR
  • OR
  • PA
  • PA
  • RI
  • RI
  • SC
  • SC
  • SD
  • SD
  • TX
  • TX
  • VA
  • VA
  • VT
  • VT
  • WA
  • WA

Richard Morrow, CFP

Education

  • Carnegie Mellon University, B.S. Civil Engineering
  • University of California, Berkeley, M.S. Structural Engineering and Mechanics of Materials

Credentials

  • CERTIFIED FINANCIAL PLANNER®

Richard Morrow, CFP

1055 Franklin Avenue
Suite 300
Garden City, NY 11530

Email Me

Richard Morrow, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AL
  • AZ
  • AZ
  • CA
  • CA
  • CO
  • CO
  • CT
  • CT
  • DC
  • DC
  • DE
  • DE
  • FL
  • FL
  • GA
  • GA
  • HI
  • HI
  • IA
  • IA
  • IL
  • IL
  • IN
  • IN
  • KS
  • KS
  • LA
  • LA
  • MA
  • MA
  • MD
  • MD
  • ME
  • ME
  • MO
  • MO
  • MT
  • MT
  • NC
  • NC
  • NH
  • NH
  • NJ
  • NJ
  • NM
  • NM
  • NV
  • NV
  • NY
  • NY
  • OH
  • OH
  • OR
  • OR
  • PA
  • PA
  • RI
  • RI
  • SC
  • SC
  • SD
  • SD
  • TX
  • TX
  • VA
  • VA
  • VT
  • VT
  • WA
  • WA

Education

  • Carnegie Mellon University, B.S. Civil Engineering
  • University of California, Berkeley, M.S. Structural Engineering and Mechanics of Materials

Credentials

  • CERTIFIED FINANCIAL PLANNER®
1055 Franklin Avenue
Suite 300
Garden City, NY 11530

Email Me

Richard.j.morrow@ubs.com
Richard Morrow, CFP
1055 Franklin Avenue,Garden City,NY,11530

Cariann Winter

Registered Client Associate

Registered States:
  • NY

Cariann Winter

Education

  • Western Connecticut State University, BS in Human Resources

Cariann Winter

1055 Franklin Avenue
Suite 300
Garden City, NY 11530

Email Me

Cariann Winter

Registered Client Associate

Registered States:
  • NY

Education

  • Western Connecticut State University, BS in Human Resources
1055 Franklin Avenue
Suite 300
Garden City, NY 11530

Email Me

cariann.winter@ubs.com
Cariann Winter
1055 Franklin Avenue,Garden City,NY,11530

JeanneMarie Peters

Registered Client Associate

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OR
  • PA
  • RI
  • SC
  • SD
  • TX
  • VA
  • VI
  • VT

JeanneMarie Peters

Education

  • Adelphi University, B.A. Foreign Languages
  • Adelphi University, M.S. Secondary Education

Credentials

  • Chartered Retirement Planning Counselor

JeanneMarie Peters

1055 Franklin Avenue
Suite 300
Garden City, NY 11530

Email Me

JeanneMarie Peters

Registered Client Associate

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OR
  • PA
  • RI
  • SC
  • SD
  • TX
  • VA
  • VI
  • VT

Education

  • Adelphi University, B.A. Foreign Languages
  • Adelphi University, M.S. Secondary Education

Credentials

  • Chartered Retirement Planning Counselor
1055 Franklin Avenue
Suite 300
Garden City, NY 11530

Email Me

jeannemarie.peters@ubs.com
JeanneMarie Peters
1055 Franklin Avenue ,Garden City,NY,11530

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