Financial planning and beyond

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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.

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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.

  • Peter Alexopoulos

    Peter Alexopoulos

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • 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-Wealth Management in October of 2008. In 2013, Peter formed the Verus Wealth Management Group which manages in excess of $684 million of client assets as of December 2023. Peter focuses on delivering customized solutions to individuals, families and small to medium-sized businesses. Peter is passionate about his clients' success, understanding 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 Services Inc, Peter held responsibilities with Morgan Stanley’s Global Wealth Management division in Springfield, Massachusetts as a First Vice President Wealth Advisor. Peter’s 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, retirement, and college planning strategies.

    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, 31, 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:AZ,CA,CO,CT,DC,DE,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
     

    • Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Western New England College, Finance and Economics
    • CERTIFIED FINANCIAL PLANNER™
    • Senior Portfolio Manager
    One Monarch Place
    Suite 1400
    Springfield, MA 01144
    peter.alexopoulos@ubs.com
    Peter Alexopoulos
    One Monarch Place,Springfield,MA,01144
  • Jonathan Williamson

    Jonathan Williamson

    First Vice President–Wealth Management

    Financial Advisor

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

      • St. Anselm College
        One Monarch Place
        Suite 1400
        Springfield, MA 01144
        jonathan.s.williamson@ubs.com
        Jonathan Williamson
        One Monarch Place,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
          christine.santos@ubs.com
          Christine Ann Santos, CRPC
          One Monarch Place,Springfield,MA,01144

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