Experience

Makes all the difference


With over 50 years of combined experience in the financial services industry, Verus Wealth Management delivers highly customized solutions to wealthy individuals, families, and businesses. The team is devoted to the personal needs of the affluent and to the unique issues faced by small to mid size businesses. This model provides coordinated and streamlined investment, fiduciary and asset management services. The team instills the framework to provide results to help clients achieve their goals.

Peter Alexopoulos

Managing Director–Wealth Management

Financial Advisor

California insurance license 0E29938

Peter J. Alexopoulos joined UBS Financial Services Inc. as a Senior Vice President – Wealth Management, Financial Advisor in October of 2008.  In 2013, Peter formed the Verus Wealth Management Group which manages more than $800 million of client assets as of August 2025.  In February 2025, Peter was promoted to Managing Director-Wealth Management, Corporate title promotions are related to achievements within the firm.  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 strives to provide the highest level of customer service.

Peter has more than 25 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, 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 his 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.


 

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025The 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.

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

  • Western New England College, Finance and Economics

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Managing Director - Wealth Management
One Monarch Place
Suite 720
Springfield, MA 01144

Email Me

peter.alexopoulos@ubs.com
Peter Alexopoulos
One Monarch Place,Springfield,MA,01144

Jonathan Williamson

First Vice President–Wealth Management

Financial Advisor

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

Education

  • St. Anselm College
One Monarch Place
Suite 720
Springfield, MA 01144

Email Me

jonathan.s.williamson@ubs.com
Jonathan Williamson
One Monarch Place,Springfield,MA,01144

Joshua Fazzino

Financial Advisor

Joshua Fazzino joined UBS Financial Services Inc. as a Financial Advisor in May of 2025. Joshua is committed to helping clients pursue financial independence through customized investment planning. His approach emphasizes thoughtful, data-driven strategies tailored to each client’s unique financial goals.  Joshua focuses on delivering proactive guidance and personalized service to individuals and families navigating all stages of their financial journeys.

Prior to joining UBS Financial Services, Joshua spent three years at Long View Wealth Management, an independent firm affiliated with LPL Financial. In addition to his role as a Financial Advisor, Joshua helped clients understand and prepare for the healthcare component of retirement including Medicare education. This experience has broadened his perspective on comprehensive financial planning and deepened his ability to guide clients through complex, multi-faceted decisions.

Joshua is a graduate of Bryant University, where he earned a Bachelor of Science in Business Administration with a concentration in Accounting and Applied Analytics and a minor in Psychology. He holds a FINRA Series 7 and 66 licenses, as well as Life and Health Insurance licenses.

He resides in Enfield, Connecticut, with his wife Natalie, and their dogs, Swiper and Tico. Outside of work, Joshua enjoys golfing, skiing, and snowboarding, and is a passionate baseball and football sports fan. He and his wife also love traveling the world together and exploring new cultures.

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

Education

  • Bryant University, BSBA with dual concentrations in Accounting & Applied Analytics, and a minor in Psychology: 2019 - 2022
One Monarch Place
Suite 720
Springfield, MA 01144

Email Me

joshua.fazzino@ubs.com
Joshua Fazzino
One Monarch Place,Springfield,MA,01144

Christine Ann Santos, CRPC

Wealth Strategy Associate

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 their ongoing investment management. 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 coaching and cheering on her boys in all their sports endeavors, working out, and the arts.

Registered States:
  • CA
  • CT
  • FL
  • GA
  • MA
  • NH
  • NJ
  • NY
  • VA

Education

  • UMass Amherst

Credentials

  • Chartered Retirement Planning Counselor
One Monarch Place
Suite 720
Springfield, MA 01144

Email Me

christine.santos@ubs.com
Christine Ann Santos, CRPC
One Monarch Place,Springfield,MA,01144

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