Thomas Pelino, CFA, CRPS
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Your lasting legacy

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

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Thomas Pelino, CFA, CRPS

First Vice President–Wealth Management

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA
  • VT
  • WA

Thomas Pelino, CFA, CRPS

Credentials

  • Chartered Financial Analyst®
  • Chartered Retirement Plans Specialist

Thomas Pelino, CFA, CRPS

200 Clock Tower Place
Suite C-100
Carmel, CA 93923

Email Me

Thomas Pelino, CFA, CRPS

First Vice President–Wealth Management

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA
  • VT
  • WA

Credentials

  • Chartered Financial Analyst®
  • Chartered Retirement Plans Specialist
200 Clock Tower Place
Suite C-100
Carmel, CA 93923
  • (831) 626-2321

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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As of 12/31/2022

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