Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Rocco Pietropaolo Jr.

Senior Vice President–Wealth Management

Financial Advisor

Throughout my 25 year career as a Registered Investment Advisor my

focus has been on delivering comprehensive custom solutions for each

of my individual client relationships. Each and every client relationship

differs in many ways that include but are not limited to their goals,

objectives, resources, risk tolerances, investment experiences, time

horizons and liquidity needs. My goal is to build a tailored portfolio

that will address each of the needs that are specific to each of my

clients by creating a comprehensive financial plan that identifies and

prioritizes those needs.

Capabilities to impact your life and wealth

I deliver comprehensive wealth management and focus on these areas:

– Longevity planning, including retirement income and insurance

planning

– Wealth transfer strategies, including inheritance and business

succession planning

– Life transition planning for marriage, divorce or loss of a loved one

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KY
  • MD
  • MI
  • NC
  • NY
  • OH
  • SC
  • TX
  • VA

Education

  • B.S. Business Administration - Finance Concentration Cum laude Honors , State University of New York
400 Linden Oaks
Rochester, NY 14625
  • (585) 218-4594

Email Me

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Turn possibilities into a plan

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A leading global wealth manager

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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