Financial planning and beyond

Versus Team

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Architect at drawing table

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.

  • Peter Alexopoulos

    Peter Alexopoulos

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI

    California insurance license 0E29938

    Peter J. Alexopoulos joined UBS Financial Services Inc. as a Senior Vice President of Investments in October of 2008.  In 2013, Peter formed the Verus Wealth Management Group which manages in excess of $595 million of client assets as of December 31, 2021. Peter focuses on delivering highly customized solutions to individuals, families and small to medium-sized businesses. Peter is passionate about his clients' success, understanding of their needs, and providing the highest level of customer service.

    Peter has over twenty years of experience as a financial advisor. Previous to UBS Financial Service Inc., Peter held responsibilities with Morgan Stanley’s Global Wealth Management division in Springfield, Massachusetts as a First Vice President Wealth Advisor.  Peter’s extensive training with Morgan Stanley further enhanced his ability to meet the needs of the most demanding client.  Prior to Morgan Stanley, Peter worked for Fidelity Investments in West Hartford, Connecticut as a Senior Financial Representative.  Working primarily with Fidelity’s Higher Net Worth clients, Peter advised regarding areas of portfolio analysis and construction, risk management, gifting strategies, retirement and college planning.

    Peter is a graduate with Summa Cum Laude honors from Western New England College where he studied Finance and Economics.  As of February 24, 2009, Peter became a Certified Financial Planner ™ having satisfied the education, examination, experience and ethics requirements for the CFP®.  He also holds FINRA Series 7, 9, 10, 32, 63 and 65 licenses as well as life and health insurance licenses (including California insurance license 0E29938).

    Peter and his wife Susan live in Longmeadow, Massachusetts with their four children, Catalyna, John, Natalya and Isabella.  In his free time, he enjoys day trips and outdoor activities with his family.
    Registered States:

      • Western New England College, Finance and Economics
      • CERTIFIED FINANCIAL PLANNER™
      • Senior Portfolio Manager
      One Monarch Place
      Suite 1400
      Springfield, MA 01144
    • Jonathan Williamson

      Jonathan Williamson

      First Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MT
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI

        • St. Anselm College
          One Monarch Place
          Suite 1400
          Springfield, MA 01144
        • Christine Santos

          Christine Ann Santos, CRPC

          Wealth Strategy Associate

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          • CA
          • CT
          • FL
          • GA
          • MA
          • NC
          • NH
          • NJ
          • NY
          • VA

          After working in the mortgage industry for four years, Christine transitioned to the financial services industry with Merrill Lynch in 2007. She joined UBS in 2009 and has been a member of the Verus Wealth Management Group since 2013. Christine assists in the construction of clients' financial plans and the ongoing investment management of their portfolios and financial solutions. She also manages the team's insurance and mortgage business. Christine has obtained her Chartered Retirement Planning Counselor designation, is FINRA series 7 and 66 licensed, and also holds her health and insurance licenses. Christine resides in East Forest Park with her sons Jackson and Logan. In her spare time, Christine enjoys working out and the arts.

            • UMass Amherst
            • Chartered Retirement Planning Counselor℠
            One Monarch Place
            Suite 1400
            Springfield, MA 01144
          • Stephanie Dusseault

            Stephanie Dusseault

            Client Associate

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              Stephanie joined UBS and the Verus Wealth Management Group in October 2014.  Stephanie is the primary source of contact for all client service related matters and provides efficient, accurate, and timely turnaround of all requests.

              Stephanie resides in South Hadley, Massachusetts with her two children, Kyle and Emma.  In her free time, she enjoys spending time at her children's sporting events and volunteering at their schools.

                • College of Our Lady of the Elms
                  One Monarch Place
                  Suite 1400
                  Springfield, MA 01144

                The circular economy: What is it?

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                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.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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