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
  • 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

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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