$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
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.
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.
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
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
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.
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.
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
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
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.
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.
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.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of our latest House View live conversation which featured insights from Jason Draho, Head of Asset Allocation, David Lefkowitz, Head of Equities CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
06 August 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager