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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

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

adrian.levsky@ubs.com
Adrian Levsky, CFA, CFP, CPWA
One Monarch Place,Springfield,MA,01144

Justin Levsky

Financial Advisor

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
One Monarch Place
Suite 1400
Springfield, MA 01144

Email Me

justin.levsky@ubs.com
Justin Levsky
One Monarch Place,Springfield,MA,01144

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
  • VA
  • VT
  • WA
One Monarch Place
Suite 1400
Springfield, MA 01144

Email Me

heather.motyka@ubs.com
Heather Motyka
One Monarch Place,Springfield,MA,01144