An experienced and committed team

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.

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.