Christopher De Blasio is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation and with one year of industry experience. Prior to joining UBS in 2026, he worked at State Street Corporation for two years and held various roles at educational institutions and marina-related businesses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research and model-based asset allocations to tailor plans to client goals. The firm operates across multiple financial services, including capital markets and wealth management, with a broad platform integrating trading, advisory, and lending capabilities.

Brian P Lynch is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation with 18 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Lynch serves on the board of directors for the International Obstacle Racing Federation and participates in the Boston Exit Planning Consortium, where he collaborates with professionals to support business owners in planning for transitions. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and risk-based asset allocations to tailor financial plans to clients’ goals.

Kevin O'Donnell is a financial advisor at UBS Financial Services in Boston, MA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining UBS, he worked at Volition Capital and SVB Securities LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Joseph Aceto is a CFP® and holds a Series 66 license. He has 20 years of industry experience and has been with UBS Financial Services in Boston, MA, since 2011. 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 a broad range of capital markets and research resources.

Elizabeth Fowlks is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Morgan Stanley and Ameritas, along with two separate tenures at UBS. Outside of financial services, she owns and operates Power Word Yarn, an online Etsy shop selling handmade crochet and sewn items, and serves as an elected member of the Acton Boxborough Regional School Committee, where she is involved in setting policies and budgets for the local school district. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, leveraging proprietary research and capital market assumptions to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and access to specialized capital markets functions.

Mike Marcos Tavitian is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Clearing, Farmers Insurance, and State Farm Insurance. UBS Financial Services 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 plans based on clients’ goals and risk tolerances.

Vaughan O'Neal is a Series 66-licensed financial advisor with 18 years of industry experience, currently with UBS Financial Services in Boston, MA since 2025. His prior roles include positions at Amundi Distributor US, Inc., Amundi Pioneer Distributor, Inc., and Pioneer Funds Distributor, Inc. Outside of his advisory work, he serves as a Trustee for a condominium association in Charlestown, MA. 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, delivering advisory work through a network of financial advisors using proprietary research and model-based asset allocations.

Jonathan Hofmann is a financial advisor with UBS Financial Services in Boston, holding a Series 66 designation. He has been with UBS since 2024 and has prior experience working at Grosvenor Market and roles related to sports team involvement and summer camp activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Joseph Drier III is a financial advisor at UBS Financial Services in Boston, MA, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves on the Board of Trustees for Signature Healthcare and is Chairman of the Brockton Hospital Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines wealth management with institutional trading capabilities and employs proprietary research and model-based asset allocations to tailor client solutions.

Seth Albeck is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Morgan Stanley Smith Barney for eight years before joining UBS in 2019. Based in Boston, MA, he provides financial advisory services through his current firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research, capital markets services, and a range of investment products.

Francis De Sario is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held various roles including self-employment ventures and positions at Farm Neck Golf Club, Seafood Shanty, and Safe Harbor Marinas. He also has a background in education, having worked at Salve Regina University, Dedham High School, and Dedham Middle School. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines wealth management services with institutional trading capabilities and offers a broad range of capital markets and lending solutions.

Paul Serio Jr. is a financial advisor at UBS Financial Services in Boston, MA, with five years of industry experience. He holds a Series 66 designation and previously worked at Bradley, Foster, and Sargent as well as Casa Di Roma. UBS Financial Services 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 and portfolio management to clients’ goals and risk tolerances.

Harris Rosenheim is a CFP® and Series 66 registered financial advisor with UBS Financial Services in Boston, MA. He has 10 years of industry experience and has worked at UBS since 2015. Outside of his advisory role, he serves on the Connecticut College Alumni Association Board of Directors and is the President of the Alumni Association and a member of the Board of Trustees at The Fenn School. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Alessandra Marciano is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and four years of industry experience. She joined UBS in 2022 after completing her studies at Colby College. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering products that include discretionary portfolio management, fee-based financial planning, and alternative investments.

Matthew Goward is a CFP® and Series 66 licensed financial advisor with UBS Financial Services in Boston, MA, where he has worked since 2015. He has 11 years of industry experience. Outside of his advisory role, he serves on the board of the Sipson Island Trust as Treasurer and Finance Committee Chair, focusing on ecological habitat conservation in Barnstable County, Massachusetts. He also contributes to the Massachusetts Coalition of Land Trusts by providing guidance on endowments and financial accounting for land trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Christopher Pilalas is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with UBS since 1989. Outside of his advisory role, he serves as a trustee of the New Bedford Whaling Museum and is a member of the investment committee for the Order of Malta American Association. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad platform including custody, underwriting, and capital markets solutions.

David Grosek is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and bringing 28 years of industry experience. He has been with UBS Financial Services since 2007. Outside of his advisory role, Grosek is involved in senior housing partnerships through multiple business entities where he holds ownership stakes. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services to provide tailored investment solutions.

Kerry Carroll is a financial advisor with UBS Financial Services in Boston, holding a Series 66 designation and seven years of industry experience. Prior to joining UBS in 2019, he worked at Bank of America and Retail Solutions Inc. His earlier career includes roles at Providence College and Ashley's Ice Cream. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client strategies.

Bianca Foster is a Series 66 licensed financial advisor at UBS Financial Services with seven years of industry experience. She has worked at UBS since 2018 and previously held roles at BDC Capital Corporation and Bryant University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, offering a broad array of capital markets and advisory solutions.

Christopher Sherman is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. Outside of advising, he serves as a trustee of an irrevocable family trust and is a member of the board of directors for the Duxbury Rural & Historical Society. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies.