Senior Vice President–Wealth Management
Financial Advisor
Sam works closely with his clients to develop financial plans and custom investment solutions tailored to help meet their short and long term objectives. He is passionate about helping clients and their families plan for the future based on a deep understanding of their values and what they are looking to achieve with their wealth.
With a streamlined wealth management process and access to a wide range of subject matter experts, Sam and his team strive to deliver a comprehensive experience to each client they work with. In addition, Sam had the unique opportunity to work with his father for many years at UBS. Through that experience, he learned that building trust and being authentic are important factors for a successful relationship.
Sam earned his B.A. from Ohio Wesleyan University with a concentration in Economics and holds his Series 7, 66 and insurance licenses. He currently resides in Hingham with his wife Meredith and their two children. In their spare time, Sam and his family enjoy hiking, skiing, and going to the beach.
Recognized as an industry leader:
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Sam works closely with his clients to develop financial plans and custom investment solutions tailored to help meet their short and long term objectives. He is passionate about helping clients and their families plan for the future based on a deep understanding of their values and what they are looking to achieve with their wealth.
With a streamlined wealth management process and access to a wide range of subject matter experts, Sam and his team strive to deliver a comprehensive experience to each client they work with. In addition, Sam had the unique opportunity to work with his father for many years at UBS. Through that experience, he learned that building trust and being authentic are important factors for a successful relationship.
Sam earned his B.A. from Ohio Wesleyan University with a concentration in Economics and holds his Series 7, 66 and insurance licenses. He currently resides in Hingham with his wife Meredith and their two children. In their spare time, Sam and his family enjoy hiking, skiing, and going to the beach.
Recognized as an industry leader:
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Wealth Management Associate
With over 35 years of experience in the financial services industry, Denise provides exceptional service to our clients. Denise is a Financial Paraplanner Qualified Professional™ and a Wealth Management Associate. She holds both the Series 7 and Series 66 licenses. Denise lives in Rockland with her husband and two sons. In her spare time she enjoys attending professional soccer games and volunteering in her community.
Credentials
Wealth Management Associate
With over 35 years of experience in the financial services industry, Denise provides exceptional service to our clients. Denise is a Financial Paraplanner Qualified Professional™ and a Wealth Management Associate. She holds both the Series 7 and Series 66 licenses. Denise lives in Rockland with her husband and two sons. In her spare time she enjoys attending professional soccer games and volunteering in her community.
Credentials
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.
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.
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