Family. Wealth. For Generations.

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, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WI
- WY
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, CRPC

Senior Vice President–Wealth Management

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

Senior Wealth Strategy Associate
View bio
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, CRPC

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WY
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

Client Associate
View bio
- AL
- AL
- AZ
- AZ
- CA
- CA
- CO
- CO
- CT
- CT
- DC
- DC
- DE
- DE
- FL
- FL
- GA
- GA
- HI
- HI
- IL
- IL
- IN
- IN
- KS
- KS
- LA
- LA
- MA
- MA
- MD
- MD
- ME
- ME
- MI
- MI
- MN
- MN
- MT
- MT
- NC
- NC
- NH
- NH
- NJ
- NJ
- NM
- NM
- NV
- NV
- NY
- NY
- OH
- OH
- OR
- OR
- PA
- PA
- RI
- RI
- SC
- SC
- TN
- TN
- TX
- TX
- UT
- UT
- VA
- VA
- VT
- VT
- WA
- WA
- WI
- WI
- WY
- WY
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

Keith Coutant, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WI
- WY
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, CRPC

Senior Vice President–Wealth Management

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

Senior Wealth Strategy Associate
View bio
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, CRPC

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WY
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

Client Associate
View bio
- AL
- AL
- AZ
- AZ
- CA
- CA
- CO
- CO
- CT
- CT
- DC
- DC
- DE
- DE
- FL
- FL
- GA
- GA
- HI
- HI
- IL
- IL
- IN
- IN
- KS
- KS
- LA
- LA
- MA
- MA
- MD
- MD
- ME
- ME
- MI
- MI
- MN
- MN
- MT
- MT
- NC
- NC
- NH
- NH
- NJ
- NJ
- NM
- NM
- NV
- NV
- NY
- NY
- OH
- OH
- OR
- OR
- PA
- PA
- RI
- RI
- SC
- SC
- TN
- TN
- TX
- TX
- UT
- UT
- VA
- VA
- VT
- VT
- WA
- WA
- WI
- WI
- WY
- WY
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

Turn possibilities into a plan

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.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$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

Family. Wealth. For Generations.

Pursuing your goals together

Keith Coutant, CRPC

Kevin Coutant, CRPC

Meredith Smith

Kristen Quick, CRPC

Henry Hamilton