Robert Wright
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Experience

Makes all the difference

Carrie Dady, CFP, CRPC, CDFA

Senior Wealth Strategy Associate

Registered States:
  • CA
  • CT
  • DE
  • FL
  • MA
  • MD
  • NC
  • NJ
  • NM
  • NY
  • PA
  • SC
  • VT

Carrie Dady, CFP, CRPC, CDFA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

Carrie Dady, CFP, CRPC, CDFA

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
  • Certified Divorce Financial Analyst

Carrie Dady, CFP, CRPC, CDFA

8 Southwoods Blvd
Suite 207
Albany, NY 12211

Email Me

Carrie Dady, CFP, CRPC, CDFA

Senior Wealth Strategy Associate

Registered States:
  • CA
  • CT
  • DE
  • FL
  • MA
  • MD
  • NC
  • NJ
  • NM
  • NY
  • PA
  • SC
  • VT

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
  • Certified Divorce Financial Analyst
8 Southwoods Blvd
Suite 207
Albany, NY 12211

Email Me

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