Knowledge

Adrian began his career in the financial services industry in 1999 and joined UBS in 2006.  He offers not only a seasoned perspective to his client’s financial world, but also a prudent approach to addressing the many complex issues that accompany substantial wealth. Adrian is deeply committed to charitable causes, involved in annual fund-raising for the Baystate Children’s Hospital, Dana Farber Institute and served on Baystate Health Board.

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

Justin joined the Winer Levsky Group in 2024 after spending a two-year tenure at the UBS Home Office in Weehawken, NJ. As a CERTIFIED FINANCIAL PLANNER® professional, Justin works with individuals and families to help achieve their life long goals and to alleviate the complexities that come with wealth. Justin focuses on the financial planning process that helps drive personalized asset allocations and investment portfolios to meet client’s long-term objectives.  Justin is committed to building meaningful and lasting relationships with his clients.

Justin graduated from Stonehill College with a B.S.B.A. in Finance. Justin currently resides in Longmeadow, MA with his wife Brooke. Justin enjoys spending time with his family and friends, golf and traveling.

With a career spanning nearly four decades, Heather began her  journey in the financial industry in 1986,  joining Winer Levsky Group in 2016.  Over the years she has accumulated a wealth of experience and developed a personable approach that has earned the trust and respect of clients and colleagues alike. Her extensive background in the industry, coupled with her ability to connect with people on a personal level, has been instrumental in navigating the complexities of the industry and achieving success for our clients.

In her free time, she enjoys spending time outdoors,  mountain biking, hiking and travel .  

Heather is FINRA-registered and holds her Series 7, 65,and 66 licenses.