Experience

As a Senior Vice President - Wealth Management with UBS since 2011, my strongest asset is the relationships I've established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to your needs. This ensures that I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

I am a CERTIFIED FINANCIAL PLANNER®™ and Portfolio Manager with my Series 7 and Series 66 licenses as well as my Life and Health Insurance License.  I live in Granby with my husband and son; my daughter, her husband and my grandson live next door. In my spare time I enjoy singing, running, cross country skiing, golfing and we spend time hiking in the Adirondacks.

Jordanna Fallon is a Financial Advisor based in the Hartford, Connecticut area, where she partners with individuals and families to navigate complex financial decisions and build personalized wealth management strategies. At UBS, she plays an active role in delivering comprehensive wealth management solutions and supporting client relationships, helping clients align their financial decisions with their long-term goals. She is passionate about helping clients feel confident and in control of their financial futures.

Jordanna brings a well-rounded background in financial services, with experience spanning financial planning, client relationship management, and operational leadership. Prior to joining UBS, she held a role at Johnson Brunetti Retirement & Investment Specialists, where she supported client service and gained valuable experience in the wealth management industry. She later served as Director of Finance & Administration at Interval House, where she developed her expertise in financial oversight, strategic planning, and mission-driven service.

Jordanna believes that effective financial advice begins with a deep understanding of each client’s priorities, values, and goals. She focuses on helping clients simplify complexity, gain clarity, and move forward with confidence. Her approach is grounded in long-term relationships and thoughtful, adaptable planning, with a commitment to clear communication and steady support. She is particularly passionate about helping women feel empowered, informed, and confident in their financial decision-making.

She earned both her Bachelor of Science in Accounting and a Master of Science in Leadership and Negotiation from Bay Path University. With more than a decade of industry experience, Jordanna is dedicated to helping clients make informed decisions and achieve lasting financial well-being.

Outside of her professional work, Jordanna enjoys spending time with her husband, Mike, and their three children, Dylan, Taylor, and Casey. She values staying connected to her community and maintaining a balanced, active lifestyle.

Garrett is a Wealth Strategy professional dedicated to helping individuals, families, and business owners navigate complex financial decisions with confidence. With experience spanning wealth management, financial planning, investment strategy, and client relationship management, he works closely with clients to develop personalized strategies designed to align with their long-term goals.

Throughout his career, Garrett has worked with leading wealth management firms, including UBS Financial Services and Fisher Investments, where he supported clients in building comprehensive financial plans and implementing investment strategies tailored to their unique objectives. In his current role, he also assists in the management of discretionary portfolio strategies, helping oversee investment solutions designed to meet a wide range of client needs.

Garrett began his career as an intern with UBS in Hartford, Connecticut, where he developed an early passion for financial planning and wealth management. He earned a Bachelor of Science in Finance from Providence College, building a strong foundation in investment analysis, portfolio management, and financial markets.

Known for his thoughtful, client-first approach, Garrett is committed to helping clients make informed decisions while building lasting relationships based on trust, transparency, and personalized service.

Garrett resides in Tampa, Florida. Outside of work, he enjoys staying active, golfing, traveling, and exploring new restaurants.

Joann Fenty is a Client Associate with The Alleman Wealth Management Group at UBS in Hartford, Connecticut, where she plays a key role in supporting both clients and advisors in delivering a seamless wealth management experience.

Joann is known for her client-first mindset and her ability to build strong, meaningful relationships. She is a highly collaborative team member who brings a positive, solutions-oriented approach to her work. She is passionate about helping others and strives to create a welcoming, supportive experience for every client she interacts with. 

With more than three decades of professional experience prior to joining UBS, Joann developed a strong foundation in client service, operations, and relationship management. Her attention to detail and organizational skills help ensure that client needs are handled efficiently, thoughtfully, and with care. 

Joann takes pride in being a positive presence both in the office and in the community. She values teamwork, communication, and creating meaningful connections, and she brings that philosophy into every interaction.

JoAnn enjoys dancing, travelling, cooking and entertaining and lives with her special rescue Sophie. Her son Brian and his family live in London and she absolutely adores visiting them! 

Abigail has been with UBS Financial Services since 2009 and has over 20 years of experience in the financial services industry. As a Senior Client Service Associate she is responsible for client account administration, delegating daily workflow, and client relationship management. Abigail lives in Bloomfield, CT. She enjoys spending time with her family and her dachshunds Annabelle Emma and Lucy. Abigail also enjoys a variety of activities including walking, biking, kayaking, and traveling.