Lasting relationships. For all that matters

Sailboat splashing in water

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Young family at the beach

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Charles Zeigler

    Charles Zeigler

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
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    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • KS
    • MA
    • MD
    • ME
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    • MN
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    • MT
    • NC
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    • NJ
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    • NV
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    Chuck joined UBS after 25 years as a restaurateur, partnering with his wife, Alison, when she too joined UBS in 2008.  Within both Zeigler Wealth Management and now Soundview Wealth Management, he focuses on portfolio investment and risk management strategies while providing clients access to a full breadth of appropriate investment options.  Chuck and Alison make their home in Greenwich, CT, and in his free time, he enjoys competitive sailboat racing and tennis.   

    He earned a BS from the College of Idaho.

     

      • College of Idaho
        100 West Putnam Ave
        2nd Floor
        Greenwich, CT 06830
      • Alison Zeigler

        Alison Zeigler

        First Vice President–Wealth Management

        Financial Advisor

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        • AR
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        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • ID
        • IL
        • KS
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
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        • NM
        • NV
        • NY
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        • OR
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        • VT
        • WA

        Alison began her career in financial services in 2000, and joined her husband and partner, Chuck Zeigler, at UBS in Greenwich in 2008. Ali is deeply involved in the team's financial planning and client relationships. She earned a B.A. in Comparative Literature from The University of California, Irvine, and completed acting school at the Eugene O'Neill Theatre Center in Waterford, CT. She enjoys reading, interior design, playing tennis, and gardening. Alison and Chuck reside in Greenwich, CT.

          • The University of California, Irvine, BA in Comparative Literature
            100 West Putnam Ave
            2nd Floor
            Greenwich, CT 06830
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            Elizabeth Mcdougall

            Senior Client Associate

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            • CT
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            • NJ
            • NY

            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.

                  100 West Putnam Ave
                  2nd Floor
                  Greenwich, CT 06830
                • Benjamin-Quick

                  Benjamin Quick

                  Senior Vice President–Investments

                  Financial Advisor

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                  • AR
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                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • HI
                  • ID
                  • IL
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                  • LA
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • MO
                  • MT
                  • NC
                  • NH
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OH
                  • OR
                  • PA
                  • SC
                  • TN
                  • TX
                  • VA
                  • VT
                  • WA

                  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

                    • Colgate University
                    • CERTIFIED FINANCIAL PLANNER™
                    • Wealth Advisor
                    100 West Putnam Ave
                    2nd Floor
                    Greenwich, CT 06830
                  • Megan-Berendowski

                    Megan Berendowski

                    First Vice President–Wealth Management

                    Financial Advisor

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                    • AR
                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • DE
                    • FL
                    • GA
                    • HI
                    • ID
                    • IL
                    • KS
                    • LA
                    • MA
                    • MD
                    • ME
                    • MI
                    • MN
                    • MO
                    • MT
                    • NC
                    • NH
                    • NJ
                    • NM
                    • NV
                    • NY
                    • OH
                    • OR
                    • PA
                    • SC
                    • TN
                    • TX
                    • VA
                    • VT
                    • WA

                    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
                        100 West Putnam Ave
                        2nd Floor
                        Greenwich, CT 06830
                      • Hilda-Streitz

                        Hilda Streitz

                        Senior Wealth Strategy Associate

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                        • AZ
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                        • KY
                        • LA
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                        • NC
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                        • NJ
                        • NY
                        • RI
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                        • WA

                        Hilda joined UBS in 2000.  Drawing from over 23 years in the industry, she manages the daily operational and administrative functions of our business. While her roles are many, her true focus is on providing an exceptional client experience.  Hilda has her series 6, 7 and 65 securities licenses and holds a Business Administration certificate from Heriot Watt University, Scotland, England.

                        In her spare time she enjoys traveling, yoga, and badminton.  Hilda lives in Darien, CT .

                         

                          • Heriot Watt University, Scotland, England, Business Administration
                            100 West Putnam Ave
                            2nd Floor
                            Greenwich, CT 06830

                          A focus on personalized access and service

                          Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                          Goals-based planning

                          Goals-based planning

                          Investment management

                          Investment management

                          Retirement planning

                          Retirement planning

                          Legacy—Wealth for others

                          For needs that go beyond your own—to help you improve the lives of others

                          What will your legacy be?
                          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                          Learn more at ubs.com/wealthway.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $2.8 trillion

                          In invested assets globally 
                          As of 06/30/2022

                          51 countries

                          Our global footprint

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                          UBS is a world-leading wealth manager

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