Lasting relationships. For all that matters

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Ben is at the center of all of our financial plans within Soundview Wealth Management and is a Certified Financial Planner. With more than 20 years of wealth management experience, he focuses on creating a comprehensive financial plan specific to your family, your goals, and your objectives.  He graduated from Colgate in 1993, and became a bench chemist at the biotechnology company, Chiron. Ben's interest in the investment process grew during these years of strong biotechnology equity markets. He then spent five years of intensive training at the Quick & Reilly Group in several roles in investment services and management prior to joining UBS in 2001.  Ben resides in Old Greenwich with his wife, Nadja, and their three daughters, Kendall, Brielle, and Giselle. 

Licenses:                                                                                                                                                                                                                                                                    Series 7 - General Securities Representative; Series 3 - National Commodities Futures; Series 4 - Registered Options Principle; Life & Health Insurance Licensed

• Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• Colgate University

• CERTIFIED FINANCIAL PLANNER®
• Wealth Advisor

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Megan joined UBS in 2004 as part of the firm’s Graduate Training Program, a rotational program throughout Wealth Management. After completing the program in 2006, she joined the Institutional Equities Group, working with UBS Investment Bank’s global equity research team to facilitate the investment process for hedge funds, mutual funds, and managed account investment management teams. Within Soundview Wealth Management, she combines her capital markets experience with her wealth management experience to provide comprehensive and tailored solutions. She received a B.S. in Management and International Business from The Pennsylvania State University. She lives in Old Greenwich with her husband, Craig, and their three sons, Austin, Owen, and Logan. 

Licenses:                                                                                                                                                                                                                                                                    Series 7 - General Securities Representative

• The Pennsylvania State University, B.S. in Management and International Business

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• Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

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Doug plays a key role within the team, helping to create the financial and estate plans that serve as the cornerstone of clients’ financial lives. He anchors planning in a deep understanding of what each client wants to accomplish over the near and long term. As a Certified Financial Planner, he builds comprehensive financial plan and then carefully tracks progress—ensuring that the plan remains aligned with their overall goals and objectives over time.

In addition to working with clients near or in retirement, Doug works with clients in the early stages of their financial journeys, whether they are looking to step into a family business or seeking to forge their own career or business path. Experienced in helping younger clients lay the groundwork for future success, he helps them think through important goals and connects them with a range of resources to help them move forward with greater confidence.

• Certified Investment Management Analyst®
• Accredited Wealth Management Advisor℠
• CERTIFIED FINANCIAL PLANNER®

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Elizabeth has been with our office since 1990 and has over 30 years of financial services experience. Prior to joining UBS, she held positions in operations including operations manager. She initially joined the team in 2008, and strives to not only provide a superior level of service to clients, but to sustain a strong business relationship with them as well. Among her many responsibilities, she is charged with daily administrative functions, order entry and client communications. Elizabeth holds her series 7 and 66 license. She resides in Stamford, Connecticut, with her husband, Daniel.

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