Unlock Opportunity

Today, tomorrow and for generations to come

UBS reflection

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Mountaintop

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.

  • Sergio

    Sergio Forlini

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • KS
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Sergio began his career at Merrill Lynch Wealth Management in 2000 and soon after formed The Forlini Group with his brother, Mario. Sergio joined UBS in 2024. His passion is in portfolio management and he focuses on asset allocation, diversification and concentrated stock strategies for the team. He also focuses on retirement and education planning. Sergio works closely with a select group of families who have achieved extraordinary financial success. He has a disciplined and dedicated investment process that focuses specifically on identifying the investment objectives, time horizon and appropriate risk tolerance for each unique family in order to develop strategies that truly pursue their goals and needs.

    Sergio graduated from Sacred Heart University with a major in Finance. He resides in Greenwich, CT with his wife Kristen and their three children SJ, Lena and Sebastian. Sergio and Kristen are actively involved with many nonprofits within their community. They have served as co-chairs and committee members to the Greenwich United Way, and Under the stars event for Greenwich Hospital.

        • Portfolio Manager
        100 West Putnam Ave
        2nd Floor
        Greenwich, CT 06830
        sergio.forlini@ubs.com
        Sergio Forlini
        100 West Putnam Ave,Greenwich,CT,06830
      • Faith

        Faith Logan

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • ID
        • IL
        • KS
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WI
        • WY

        Prior to joining UBS Financial Services, Faith Logan previously worked at Merrill Lynch Wealth Management, Morgan Stanley, JPMorgan Chase, and David Lerner Associates. 

        She obtained her Bachelor of Arts Degree in Music Business (with a minor in Italian) from Manhattanville University. She holds two Master's Degrees from Universidad Isabel I (MBA, 2020 and Master's Degree in International Trade, 2023). She holds the SIE, Series 7, Series 63, and Series 66 investment licenses. 

        She is also multilingual. In addition to her native English, she speaks French, Italian, Spanish, Portuguese, and German. She is currently learning Danish.

        Faith holds strong ties to the entertainment industry, having worked as an actress, model, and classically-trained opera singer. She is also a certified makeup artist, sports nutritionist, and personal trainer. She is a proud union member of SAG-AFTRA, Actors' Equity Association (AEA), and the American Guild of Musical Artists (AGMA). 

        In her spare time, she is an avid sports fan and athlete, enjoys traveling, spending time with family and friends, volunteering, reading, and cooking. 

              100 West Putnam Ave
              2nd Floor
              Greenwich, CT 06830
              faith.logan@ubs.com
              Faith Logan
              100 West Putnam Ave,Greenwich,CT,06830
            • Garrett

              Garrett Graham

              Client Associate

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                Prior to joining UBS Financial Services, Garrett Graham previously worked at Merrill Lynch Wealth Management and JPMorgan Chase. 

                Garrett received his Associate's Degree in Business Administration and Management at CUNY. He has an outstanding track record of facilitating complex, deadline-driven operations, identifying goals and priorities, and resolving issues in initial stages. He leverages strong communication, as well as problem solving skills, to forge and nurture professional relationships at all levels.

                He holds the SIE and is currently studying to become a fully registered representative. He serves as Community Engagement Coordinator for the non-profit organization Equal 2 US. In his spare time, he enjoys playing golf, snowboarding, and spending time with family and friends.

                      100 West Putnam Ave
                      2nd Floor
                      Greenwich, CT 06830
                      garrett.graham@ubs.com
                      Garrett Graham
                      100 West Putnam Ave,Greenwich,CT,06830

                    Defining your priorities. Pursuing what matters.

                    Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                    Retirement Couple

                    Retirement readiness

                    Multigenerational planning

                    Multigenerational planning

                    Our Philosophy

                    Our Philosophy

                    A way forward

                    Understanding your life, your wealth and what you want to accomplish.

                    We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                    Let's talk about how we can help you plan for the life you want

                    Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.8+ trn

                    UBS Group invested assets
                    As of 03/31/2024

                    51 countries

                    Our global footprint

                    #1

                    for High Net-Worth clients

                    Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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