Winer Levsky Group
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The Winer Levsky Group of UBS Financial Services Inc. is dedicated to understanding our clients' financial needs. As a team, we pledge ourselves to working with you and for you, seeking logical solutions to your complex financial challenges and goals. Our focus is always on you-our client.

Adrian Levsky, CFA, CFP, CPWA

Managing Director–Wealth Management

Adrian holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0L01743.

Registered States:
  • AL
  • CA
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA

Adrian Levsky, CFA, CFP, CPWA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 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.

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

Adrian Levsky, CFA, CFP, CPWA

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor

Adrian Levsky, CFA, CFP, CPWA

One Monarch Place
Suite 1400
Springfield, MA 01144

Email Me

Adrian Levsky, CFA, CFP, CPWA

Managing Director–Wealth Management

Adrian holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0L01743.

Registered States:
  • AL
  • CA
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 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.

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

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
One Monarch Place
Suite 1400
Springfield, MA 01144

Email Me

Heather Motyka

Wealth Strategy Associate

**update coming soon **

Registered States:
  • AL
  • CA
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VT
  • WA

Heather Motyka

One Monarch Place
Suite 1400
Springfield, MA 01144

Email Me

Heather Motyka

Wealth Strategy Associate

**update coming soon **

Registered States:
  • AL
  • CA
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VT
  • WA
One Monarch Place
Suite 1400
Springfield, MA 01144

Email Me

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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