Wealth advice for your life's goals

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Chris Shukie Profile Photo

    Chris Shukie

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • CA
    • CO
    • CT
    • FL
    • IL
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA
    • WV

    Chris joined UBS in 2003 and partnered with Michael Haynes in 2014, creating The Haynes Group. He works with a select group of high net worth and ultra-high net worth clients and their families to help them with all aspects of their financial lives. This includes structuring a financial plan pared with a tailored investment strategy designed to meet their unique needs. In addition, he advises on life and long-term care insurance, real estate financing, and charitable giving. With the partnership of attorneys and accountants, he helps to coordinate their estate and tax planning goals.

    He graduated from Vassar College in 2003 and met his wife, Chelsea, in 2005 while they worked at UBS together. Chris and Chelsea have two daughters, Ella and Caitlin, and live in Winchester, MA. They actively support the Winchester public school system and Strike 3, a charitable organization that heightens awareness, mobilizes support, and raises funding for childhood cancer research. He is an avid music fan and enjoys going to concerts and collecting old records. In his free time, he enjoys spending time with his family, skiing, and watching his daughters do what they love.

    • Financial Planning Top 40 Financial Advisors Under 40, 2018, 2019, 2020, 2021The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • On Wall Street – Top 40 Advisors Under 40, 2016, 2017, 2018, 2019, 2020The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.

    • Vassar College
    • CERTIFIED FINANCIAL PLANNER™
    One Post Office Square
    35th floor
    Boston, MA 02109
  • Ryan Balon

    Ryan Balon

    Vice President–Wealth Management

    Senior Wealth Strategy Associate

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    • AK
    • CA
    • CO
    • CT
    • DE
    • FL
    • IL
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA
    • WV

    Ryan has over 20 years of experience in the financial industry dedicated to serving the financial needs of a select number of wealthy individuals and families.

    He believes comprehensive planning is integral to achieving client's long-term goals and is dedicated to guiding his clients through the complexity of the financial markets. Ryan does this by providing a guided and personalized investment strategy to help clients make educated and responsible financial decisions to help support them for the rest of their lives.

    Ryan attended Suffolk University Class of 2003 with a major in business and minor in marketing and lives in Cumberland, RI with his wife Ashley, daughter Mackenna and golden retriever Hudson.

    He is an avid tennis player and enjoys traveling and spending time with his family.

          One Post Office Square
          35th floor
          Boston, MA 02109
        • Susan Carrai Profile Photo

          Susan Carrai

          Senior Client Associate

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          • AK
          • CA
          • CO
          • CT
          • FL
          • IL
          • KY
          • MA
          • MD
          • ME
          • MN
          • MO
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TX
          • UT
          • VA
          • VT
          • WA
          • WV

          Sue has 35 years of experience in the Financial Services industry, the last 17 of which she has been working with The Haynes Group at UBS. She holds the Series 7, 8 and 63 licenses. Her primary focus is in providing exemplary client service. She excels at meeting the various and complex administrative needs of clients in today's financial world. Sue lives on the North Shore of Boston. In her spare time, she is a professional violinist and enjoys walking, reading, volunteering at charity events, and spending time on Cape Cod with her family.

                One Post Office Square
                35th floor
                Boston, MA 02109

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