A plan for today, tomorrow and generations to come

Generational Family on Beach

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Globe

  • Ronald Grasso

    Ron Grasso

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • image
    • AZ
    • CT
    • FL
    • IL
    • MA
    • ME
    • NC
    • NH
    • NJ
    • NY
    • PA
    • RI
    • TN
    • TX
    • VA

        • Certified Investment Management Analyst®
        • Certified Divorce Financial Analyst
        • CERTIFIED FINANCIAL PLANNER®
        Financial planning
        Retirement planning
        Estate planning strategies
        Exit planning
        Asset allocation
        Multi-generational families
        Business owners
        Entrepreneurs
        8 Essex Center Drive
        2nd Floor
        Peabody, MA 01960
        ronald.grasso@ubs.com
        Ron Grasso
        8 Essex Center Drive,Peabody,MA,01960
      • Shawn Rivers

        Shawn Rivers

        Registered Client Associate

        • image
        • image
        • AZ
        • AZ
        • CT
        • CT
        • FL
        • FL
        • IL
        • IL
        • MA
        • MA
        • ME
        • ME
        • NH
        • NH
        • NJ
        • NJ
        • NY
        • NY
        • PA
        • PA
        • RI
        • RI
        • TN
        • TN
        • TX
        • TX
        • VA
        • VA

        Born and raised in Malden, Massachusetts, Shawn entered the financial services field in 2000 working operations for Smith Barney and then as a Financial Advisor with AG Edwards.  After 9/11 Shawn became a police officer in Dennis Massachusetts.  He returned to financial services approximately 8 years ago where he worked at Morgan Stanley.  In September of 2022, he joined UBS Financial Services in Peabody which is a satellite office to Boston.  Shawn currently resides in Beverly Massachusetts and has two children, a daughter Kailey 23yrs old and son Drew 21yrs old.

              8 Essex Center Drive
              2nd Floor
              Peabody, MA 01960
              shawn.rivers@ubs.com,shawn.rivers@ubs.com
              Shawn Rivers
              8 Essex Center Drive,Peabody,MA,01960,8 Essex Center Drive,Peabody,MA,01960

            A focus on personalized access and service

            Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

            Three generations in apple orchard

            Turn possibilities into a plan

            House View Monthly

            Mountain climbers on peak at sunrise

            A leading global wealth manager

            Man looking in VR headset

            Making sense of significant wealth

            We can help you plan for it.

            When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

            We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            Global leader

            UBS is a leading and truly global wealth manager

            More than 160 years

            offering financial advice

            Insights

            This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

            Go to privacy settings