Senior Vice President–Wealth Management
Financial Advisor
Don has over 30 years of experience in the financial services industry. He prides himself on finding out all he can about his clients so he can create a holistic approach to addressing their financial needs. Don works with individuals, families, and businesses to create customized financial plans and provide valuable advice relating but not limited to financing education, charitable interests, retaining wealth, estate planning strategies, and the sale of a business. Don is dedicated to helping his clients as they transition through all stages of life including the death of a loved one, divorce, retirement, and the complex needs of a parent or child with special needs.
Education
Don is a graduate of Saint Michael's College and earned a B.S. in economics.
Life outside UBS
Don is active in both his church and community. He serves as a Knight of Columbus 3rd degree, Boy Scout Leader, and former Little League coach. He is also a third-generation member of both the Knights of the Holy Sepulchre of Jerusalem and the Friendly Sons of St. Patrick in NYC. Because of his love of the outdoors, you can oftentimes find Don golfing and fly fishing with his son, and sailing with his daughter. He and his family enjoy skiing and spending time at their cabin in the Northeast Kingdom of Vermont.
CA License #0K49047
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Vice President–Wealth Management
Financial Advisor
Don has over 30 years of experience in the financial services industry. He prides himself on finding out all he can about his clients so he can create a holistic approach to addressing their financial needs. Don works with individuals, families, and businesses to create customized financial plans and provide valuable advice relating but not limited to financing education, charitable interests, retaining wealth, estate planning strategies, and the sale of a business. Don is dedicated to helping his clients as they transition through all stages of life including the death of a loved one, divorce, retirement, and the complex needs of a parent or child with special needs.
Education
Don is a graduate of Saint Michael's College and earned a B.S. in economics.
Life outside UBS
Don is active in both his church and community. He serves as a Knight of Columbus 3rd degree, Boy Scout Leader, and former Little League coach. He is also a third-generation member of both the Knights of the Holy Sepulchre of Jerusalem and the Friendly Sons of St. Patrick in NYC. Because of his love of the outdoors, you can oftentimes find Don golfing and fly fishing with his son, and sailing with his daughter. He and his family enjoy skiing and spending time at their cabin in the Northeast Kingdom of Vermont.
CA License #0K49047
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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