Local focus. Global access.

One relationship. All of UBS.

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

Low Angle View Of Suspension Bridge

Terry Griffith Jr., CRPS, CSRIC

Vice President–Wealth Management

Financial Advisor

T. Griffith Wealth Management advises individuals and families of means, foundations, endowments, and business entities in all areas of risk and wealth management.  We are  energetic, curious, and focused markets veterans, making a positive impact on clients' lives via conscious capitalism, rigorous investment screening, and responsible governance lenses.  To that, our group is interested in all things sustainable, responsible, impact (SRI) / environmental, social & corporate governance (ESG) / female & diverse founder-related.  Put simply, we help families and entities to be good stewards of their wealth, carefully and thoughtfully intertwining financial assets with shared values.

Throughout this continuously refining process, we deliver accurate outcomes, helping guide our clients to long-term financial well-being; we leave no stone unturned and work tirelessly to find the right solutions.  This highly-focused and detail-oriented approach to wealth and investment management enables us to gain a trusted understanding of our clients' personal, professional, and testamentary needs.  Equipped with this knowledge and our decades of experience, we collaborate with clients in developing customized strategies to help them make decisions far beyond financial planning.  Dedication, patience, and personal touch help us build strong intergenerational relationships with each family, each trustee, each fiduciary, facilitating overall continuity to long-term objectives.  We are honored to work with clients across the United States.

Our most successful relationships are those in which we act as a trusted and knowledgeable financial quarterback, guiding decisions and streamlining our clients' lives by coordinating with their full team of trusted advisors -- accountants, attorneys, and business managers.

If you would like to learn more about how we can support your continued financial comfort and success, please email terry.griffith@ubs.com.

Registered States:
  • CA
  • FL
  • GA
  • KY
  • MA
  • MD
  • NH
  • NJ
  • NV
  • NY
  • PA
  • RI
  • VA

Education

  • Harvard University, Harvard Law School Program on Negotiation
  • Purdue University, Krannert School of Management
  • NAPA Non-Qualified Plan Advisor Certification

Credentials

  • Chartered Retirement Plans Specialist
  • Chartered SRI Counselor
  • Portfolio Manager
8 Essex Center Drive
2nd Floor
Peabody, MA 01960
  • (617) 261-1175

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2022 tax planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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