Senior Vice President–Wealth Management
Financial Advisor
I have always prided myself on carefully listening to my clients' needs, concerns and expectations, and then providing appropriate solutions. Ongoing communication is essential to long term success. I am one of a select number of Financial Advisors at UBS Financial Services, Inc. that have earned the designation of Wealth Advisor. Only Financial Advisors who have significant experience and who have completed a rigorous educational accreditation program are awarded the Weath Advisor designation. My clients are primarily successful business people, professionals and retirees.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
I have always prided myself on carefully listening to my clients' needs, concerns and expectations, and then providing appropriate solutions. Ongoing communication is essential to long term success. I am one of a select number of Financial Advisors at UBS Financial Services, Inc. that have earned the designation of Wealth Advisor. Only Financial Advisors who have significant experience and who have completed a rigorous educational accreditation program are awarded the Weath Advisor designation. My clients are primarily successful business people, professionals and retirees.
Education
Credentials
Client Associate
Giancarlo focuses on client service and administration, as well as assisting with marketing and investment research. He is a 11 year veteran of the financial services industry and is committed to delivering an exceptional client service experience. Giancarlo has developed a unique skill set that ensures his success in problem-solving and fulfilling clients' administrative needs. He is a graduate of Montclair State University. Giancarlo lives in Morris Plains, NJ, with his wife and 3 boys.
Client Associate
Giancarlo focuses on client service and administration, as well as assisting with marketing and investment research. He is a 11 year veteran of the financial services industry and is committed to delivering an exceptional client service experience. Giancarlo has developed a unique skill set that ensures his success in problem-solving and fulfilling clients' administrative needs. He is a graduate of Montclair State University. Giancarlo lives in Morris Plains, NJ, with his wife and 3 boys.
First Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
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
Email Me
