Lasting relationships. For all that matters

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.

We're ready to listen.

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

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KS
- MA
- MD
- ME
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
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

First Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KS
- MA
- MD
- ME
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- 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
Elizabeth Mcdougall

Senior Client Associate
View bio
- CT
- FL
- 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

Senior Vice President–Investments

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
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
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
Megan Berendowski

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
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
Bari Kramer

Senior Client Associate
View bio
- CT
- FL
- NY
- RI
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

Charles Zeigler

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KS
- MA
- MD
- ME
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
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

First Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KS
- MA
- MD
- ME
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- 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
Elizabeth Mcdougall

Senior Client Associate
View bio
- CT
- FL
- 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

Senior Vice President–Investments

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
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
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
Megan Berendowski

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
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
Bari Kramer

Senior Client Associate
View bio
- CT
- FL
- NY
- RI
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

Investment management

Money management that puts your best interests first

Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.

Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.

Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.

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Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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Lasting relationships. For all that matters

Pursuing your goals together

Charles Zeigler

Alison Zeigler

Elizabeth Mcdougall

Benjamin Quick

Megan Berendowski

Bari Kramer