Sennai Abbay is a financial advisor at UBS Financial Services with 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank N.A. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor investment plans according to clients’ goals and risk tolerances.

Theresa Printy is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Donald Monroe is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 65 credentials and having 42 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary capital market research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Serena Pace is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Prior to joining UBS in 2023, she was involved with Party on Designs for ten years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers research-backed asset allocation tailored to clients’ goals and risk tolerances.

John Thomas is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at UBS since 2009. Outside of his advisory role, he serves as a director for the Autism Society of America East Tennessee Chapter and is a board member of the Community Health Alliance, focusing on affordable health insurance. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, custody, underwriting, and capital markets solutions.

John Mcdevitt is a financial advisor with UBS Financial Services in San Mateo, CA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with UBS since 1990 and also maintains a role at International Trading Group since 1977. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Christopher George is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he is a partner overseeing property management at a retail shopping center partnership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and asset allocation models.

Eileen Wong is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 66 and Series 63 designations and has worked at UBS in various capacities since 2009, including roles at UBS Asset Management and UBS Financial Services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment solutions supported by proprietary research and capital market analysis.

Griffin Turner is a financial advisor at UBS Financial Services with a Series 66 designation and one year of experience. His career includes roles at Morgan Stanley and teaching positions at several universities and a high school. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and advisory solutions.

Spencer Cox is a financial advisor at UBS Financial Services with 12 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2020. Outside of his advisory role, he serves on the boards of the Downtown Economic Development Council, the Des Moines Golf and Country Club, and the St. Vincent de Paul 100 Year Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Ashley Martella is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and having 21 years of industry experience since 2005. She serves as the CEO of the Foundation of CT, where she is involved in scholarship provision and investment decision-making as part of the board. Additionally, she participates in the University of Connecticut Alumni Committee, focusing on alumni engagement and outreach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a wide range of financial products and capital markets services.

James Fernandez is a Series 66-licensed financial advisor with UBS Financial Services in New York, NY. He has 17 years of industry experience, including over 18 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering various financial planning, portfolio management, and capital markets services.

Gregory Takas is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Daenna Tarullo is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves as a Notary Public in New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Michail Angelis is a financial advisor at UBS Financial Services with Series 66 credentials. He has previous experience working at Alma Bank and Signature Bank, with a total of 10 years in the financial industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Michael Gatewood is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with UBS since 2014. The firm serves individual, corporate, and institutional clients through a wide range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings to address diverse client needs.

Jeffrey Becker is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he serves as a successor trustee for a family living trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Cherita Joye Stokes is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 66 and Series 63 licenses with 19 years of industry experience. She has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research, banking, and capital markets services.

Amy Minnier is a financial advisor with UBS Financial Services in Cleveland, OH, holding a Series 66 designation and 21 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Gerald Mcginley is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with UBS since 2015 and serves as a trustee for Camp Tecumseh, a not-for-profit educational organization for boys. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.