Experience

Makes all the difference

Ron Grasso

Senior Vice President–Wealth Management

Financial Advisor

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

Credentials

  • Certified Investment Management Analyst®
  • Certified Divorce Financial Analyst
  • CERTIFIED FINANCIAL PLANNER®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

ronald.grasso@ubs.com
Ron Grasso
8 Essex Center Drive,Peabody,MA,01960

Shawn Rivers

Registered Client Associate

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.

Registered States:
  • 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
8 Essex Center Drive
2nd Floor
Peabody, MA 01960

Email Me

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

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