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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Managing Director–Wealth Management
Terri values each unique client relationship and consistently delivers a highly personalized approach. Terri joined UBS in 1999, is a Certified Retirement Specialist and has over 25 years experience in the financial services industry. Whether she is working with individuals and families with significant means, nonprofit organizations and/or corporate clients, Terri commits to each client her "best thinking". She listens intently to determine where each client is, where they want to be and how to help manage risk and maximize potential opportunities.
Accredited as a CPWASM in 2006, Terri delivers her recommendations utilizing a full range of wealth management and private banking services, as well as investment banking products. As a CPA herself, Terri has a high level understanding of ownership structure, closely held businesses and tax planning. She has developed a solid network of attorneys, accountants and actuaries that together work in symphony to maximize the interests of their mutual clients. Understanding your life and the issues and concerns that affect your financial decisions.
Prior to joining UBS, Terri worked at U.S. Trust for 12 years assuming various roles, including Manager of Private Business Advisory Services. She also held positions as Senior Financial Planner and Portfolio Manager, focusing on wealth management strategies for individuals and businesses. Before U.S. Trust, she was an analyst at Pfizer, Inc. and a tax specialist with KPMG. Terri has lectured on a variety of tax topics and has authored numerous tax articles. She lives in Stamford with her husband, Ken, and her daughter, Leigh.
Terri is passionate about the humane treatment of animals and works closely with the German Shepherd Animal Rescue of New England. As an active member in her community, she also dedicates time and participates in annual fundraising for the Stamford Hospital Foundation, and donates to Twin Meadows-a boundless playground for disabled children.
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.
Education
Managing Director–Wealth Management
Terri values each unique client relationship and consistently delivers a highly personalized approach. Terri joined UBS in 1999, is a Certified Retirement Specialist and has over 25 years experience in the financial services industry. Whether she is working with individuals and families with significant means, nonprofit organizations and/or corporate clients, Terri commits to each client her "best thinking". She listens intently to determine where each client is, where they want to be and how to help manage risk and maximize potential opportunities.
Accredited as a CPWASM in 2006, Terri delivers her recommendations utilizing a full range of wealth management and private banking services, as well as investment banking products. As a CPA herself, Terri has a high level understanding of ownership structure, closely held businesses and tax planning. She has developed a solid network of attorneys, accountants and actuaries that together work in symphony to maximize the interests of their mutual clients. Understanding your life and the issues and concerns that affect your financial decisions.
Prior to joining UBS, Terri worked at U.S. Trust for 12 years assuming various roles, including Manager of Private Business Advisory Services. She also held positions as Senior Financial Planner and Portfolio Manager, focusing on wealth management strategies for individuals and businesses. Before U.S. Trust, she was an analyst at Pfizer, Inc. and a tax specialist with KPMG. Terri has lectured on a variety of tax topics and has authored numerous tax articles. She lives in Stamford with her husband, Ken, and her daughter, Leigh.
Terri is passionate about the humane treatment of animals and works closely with the German Shepherd Animal Rescue of New England. As an active member in her community, she also dedicates time and participates in annual fundraising for the Stamford Hospital Foundation, and donates to Twin Meadows-a boundless playground for disabled children.
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.
Education
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
