Family. Wealth. For Generations.

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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.

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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.

  • Keith Coutant

    Keith Coutant, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    As a partner on The Coutant Group, Keith develops and implements investment strategies. He has oversight and management responsibilities for client relationships. His focus is on the wealth management process and investment research. He was named to Forbes "Best-in-State Wealth Advisors" list in 2018, 2019, 2020, 2021, 2022 and 2023. (*Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

    Keith attained the Chartered Retirement Planning Counselor® designation through The College for Financial Planning Institutes Corp and holds Series 7, 31, and 66 securities licenses. He is a graduate of Wittenberg University and joined UBS Financial Services in 2023. Previously, Keith spent over 20 years at Merrill Lynch Wealth Management.

    Keith resides in Wilton, CT with his wife Laurie and their three children.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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 Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        100 West Putnam Ave
        2nd Floor
        Greenwich, CT 06830
        keith.coutant@ubs.com
        Keith Coutant, CRPC
        100 West Putnam Ave,Greenwich,CT,06830
      • Kevin Coutant

        Kevin Coutant, CRPC

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
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        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IL
        • IN
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        • KS
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
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        • NC
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        • NJ
        • NM
        • NV
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
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        • UT
        • VA
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        • WA
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        • WY

        As a partner on the The Coutant Group, Kevin develops and implements investment strategies. He has oversight and management responsibilities for client relationships. His focus is on the wealth management process and investment research. He was named to Forbes "Best-in-State Wealth Advisors" list in 2018, 2019, 2020, 2021 and 2022 (*Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

        Kevin attained the Chartered Retirement Planning Counselor® designation through The College for Financial Planning Institutes Corp. He is a graduate of Roanoke College and joined UBS Financial Services in 2023. Kevin resides in Stamford, CT with his wife Cici and their two children

        • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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 Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          • Chartered Retirement Planning Counselor
          • Portfolio Manager
          100 West Putnam Ave
          2nd Floor
          Greenwich, CT 06830
          kevin.coutant@ubs.com
          Kevin Coutant, CRPC
          100 West Putnam Ave,Greenwich,CT,06830
        • Meredith Smith

          Meredith Smith

          Senior Wealth Strategy Associate

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            As the Senior Wealth Strategy Associate of The Coutant Group, Meredith has been committed to providing an exceptional level of client service, drawing on her years of experience and knowledge. She is a graduate of the Carroll School of Management at Boston College and is involved with BC's Alumni network. 

            Meredith currently resides in Riverside, CT with her husband and rambunctious Labrador retriever and enjoys spending family time on Cape Cod.

            Education: Boston College - Carroll School of Management

                  meredith.smith@ubs.com
                  Meredith Smith
                • Kristen Quick

                  Kristen Quick, CRPC

                  Senior Wealth Strategy Associate

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                  Kristen is a Registered Senior Wealth Strategy Associate with over 20 years of experience in the financial services industry.  She focuses on providing an outstanding customer service experience for clients, and assists the team with all administrative and operational tasks.

                  Kristen holds the Chartered Retirement Planning Counselor® (CRPC®) designation.  She attended Penn State University in State College, PA, and is a member of the Pennsylvania State Alumni Association.  Kristen is actively involved in many charities, most recently on the committee for the Wall Street Challenge Tennis event and serving on the board of the Greenwich Ballet Academy.  Kristen currently resides in Stamford with her two daughters.

                        100 West Putnam Ave
                        2nd Floor
                        Greenwich, CT 06830
                        kristen.quick@ubs.com
                        Kristen Quick, CRPC
                        100 West Putnam Ave,Greenwich,CT,06830
                      • Henry Hamilton

                        Henry Hamilton

                        Client Associate

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                              100 West Putnam Ave
                              2nd Floor
                              Greenwich, CT 06830
                              henry.hamilton@ubs.com
                              Henry Hamilton
                              100 West Putnam Ave,Greenwich,CT,06830,100 West Putnam Ave,Greenwich,CT,06830,100 West Putnam Ave,Greenwich,CT,06830,100 West Putnam Ave,Greenwich,CT,06830
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                            ElectionWatch 2024

                            24 questions for the '24 US election

                            Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                            The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                            Download the report

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