Anne Marie Cronin is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services 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 proprietary research and a range of capital markets solutions.

Bryan Scordino is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at firms including Republic Capital, Wilmington Trust, and The Baupost Group. His background also includes roles at Boston College in both Facilities and other departments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and access to a broad range of products, combining institutional trading capabilities with wealth management services.

Stuart Mcleod is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he serves as president of the Boston Exit Planning Consortium, where he helps create and curate materials for business owners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines wealth management services with institutional trading capabilities and provides a broad range of capital markets and research resources.

Kelly Sabella is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and 25 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. 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 integrates institutional trading capabilities with wealth management and provides research-driven, model-based investment strategies tailored to clients’ goals and risk tolerances.

Robert Tobin is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and RBC Capital Markets. Tobin is based in Boston, MA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor portfolios to clients' goals and risk tolerances.

Nicole Johnson is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2007. She is also involved as a server at the Lobster Shanty restaurant in Salem, MA. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations with a broad range of capital markets capabilities. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, offering fee-based financial planning, portfolio management, and other wealth management services.

Emily Lesher is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at UBS Financial Services since 2023 and previously at Wells Fargo Clearing, Robert Half, and BNP Paribas. Based in Boston, MA, she currently advises clients through UBS's platform. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services. The firm offers fee-based financial planning, discretionary and non-discretionary portfolio management, and access to institutional trading capabilities alongside wealth management.

Richard Uva is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2021. Prior to joining UBS, he was not employed in the financial services industry for 13 years. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides access to proprietary research and a broad range of capital markets services.

Scott Schwalbert is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Vestmark, Inc., ETHIC Wealth Advisors LLC, ETHIC (formerly Admirals Bank), and Dynamo Software. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Peter Staunton is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with UBS since 2008. 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 provides customized financial planning and portfolio management supported by proprietary research and model-based asset allocations.

Samantha Green is a Series 66-licensed financial advisor with UBS Financial Services in Boston, MA, and has 22 years of industry experience. She has been with UBS since 2015. UBS Financial Services 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 leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Philip Howlett is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 designations and bringing 55 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans for clients and offers fiduciary fee-based financial planning services.

Jason Symond is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services through its broad platform.

Carol Bohmbach is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has been with UBS Financial Services Inc. since 2015. 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Drew London is a CFP®-designated financial advisor with eight years of industry experience, currently with UBS Financial Services in Boston, MA. He has previously worked at Ameriprise Financial Services and has held roles at UBS Financial Services in earlier years as well. 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.

Gerard Silberman is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with UBS Financial Services, where he has worked since 2022, following a lengthy tenure at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Anthony Schweizer is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with UBS since 2009. Schweizer serves as a trustee for the AWS 2009 Irrevocable Trust and holds an advisory and trustee role with St. Paul's School for Boys. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Daniel Gleason is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2006. Gleason serves as a member of the Business Advisory Council for the Providence College School of Business, contributing to the institution’s efforts to enhance business education. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including portfolio management, mutual fund distribution, and capital markets activities.

Christopher Cua is a financial advisor at UBS Financial Services in Boston, MA, with nine years of industry experience. He has been with UBS since 2016 and holds the Series 66 designation. 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 services, leveraging research from its Chief Investment Office and UBS Global Research to tailor investment strategies.

Claire Weber is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation with two years of industry experience. Prior to joining UBS, she worked at Bia Bistro and has experience in educational roles at Saint Anselm College and Thayer Academy. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor financial plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning, portfolio management, and a broad range of capital markets activities.