Financial planning and beyond

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.

Start the conversation

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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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, while striving 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 obtained the CERTIFIED FINANCIAL PLANNER™ certification. 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.
- 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

First Vice President–Wealth Management

Financial Advisor
View bio
- 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
California Insurance License 4204668

Jonathan Williamson joined UBS Financial Services Inc. as a First Vice President-Wealth Management with the Verus Wealth Management Group in August of 2020. His commitment to empowering clients to make well informed, educated and prudent financial decisions remains a core belief of his business. This approach will complement the culture of Verus Wealth Management and what our clients have come to expect relative to extensive planning, deep relationships and service.

Jonathan brings a twenty year career in the financial services industry to UBS Financial Services and his team, Verus Wealth Management. This experience started at Fidelity Investments. Prior to joining UBS in August of 2020, Jonathan served in the role of Vice President / Financial Consultant with Fidelity Investments in the West Hartford, CT investor center advising high net worth clients. Jonathan brings a deep background in modern portfolio theory, risk management and retirement income planning to the Verus team. His ability to collaborate effectively with his clients towards individualized financial goals remains a hallmark.

Jonathan is a graduate of St. Anselm College class of 1991. Throughout his twenty year career Jonathan has received extensive training in preparing customized financial plans, legacy planning concepts and servicing the needs of the high net worth client. He holds FINRA Series 7, 63, 66 as well as life insurance licenses (including California Insurance License 4204668).

Jonathan and his wife Jessica live in East Longmeadow, MA with their two children, Luke and Jack. Jonathan is an outdoor enthusiast and active cyclist.
- 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 Ann Santos, CRPC

Wealth Strategy Associate
View bio
- 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

Peter Alexopoulos

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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, while striving 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 obtained the CERTIFIED FINANCIAL PLANNER™ certification. 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.
- 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

First Vice President–Wealth Management

Financial Advisor
View bio
- 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
California Insurance License 4204668

Jonathan Williamson joined UBS Financial Services Inc. as a First Vice President-Wealth Management with the Verus Wealth Management Group in August of 2020. His commitment to empowering clients to make well informed, educated and prudent financial decisions remains a core belief of his business. This approach will complement the culture of Verus Wealth Management and what our clients have come to expect relative to extensive planning, deep relationships and service.

Jonathan brings a twenty year career in the financial services industry to UBS Financial Services and his team, Verus Wealth Management. This experience started at Fidelity Investments. Prior to joining UBS in August of 2020, Jonathan served in the role of Vice President / Financial Consultant with Fidelity Investments in the West Hartford, CT investor center advising high net worth clients. Jonathan brings a deep background in modern portfolio theory, risk management and retirement income planning to the Verus team. His ability to collaborate effectively with his clients towards individualized financial goals remains a hallmark.

Jonathan is a graduate of St. Anselm College class of 1991. Throughout his twenty year career Jonathan has received extensive training in preparing customized financial plans, legacy planning concepts and servicing the needs of the high net worth client. He holds FINRA Series 7, 63, 66 as well as life insurance licenses (including California Insurance License 4204668).

Jonathan and his wife Jessica live in East Longmeadow, MA with their two children, Luke and Jack. Jonathan is an outdoor enthusiast and active cyclist.
- 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 Ann Santos, CRPC

Wealth Strategy Associate
View bio
- 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

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Financial planning and beyond

Pursuing your goals together

Peter Alexopoulos

Jonathan Williamson

Christine Ann Santos, CRPC

Peter Alexopoulos

Jonathan Williamson

Christine Ann Santos, CRPC

*

*

Education

Credentials

*

*