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

Are markets going "Back to the Future"?

Debt ceiling and inflation

Tree

Exceptional financial strength and stability

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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A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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