Robert Bosco is a Certified Financial Planner (CFP®) with 31 years of industry experience. He has been with UBS Financial Services in Boston since 2004. UBS Financial Services Inc. 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, offering a broad range of capital markets and research resources.

Peter Buckley is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 63 designation and 41 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Buckley is an author of a book published by Our Sunday Visitor and serves on the board of directors for Arnold Hall Inc., a retreat and conference center. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including 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 financial plans.

Ryan Mchorney is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides a range of services including fee-based financial planning, portfolio management, and mutual fund distribution, supported by proprietary research and institutional trading capabilities.

Matthew O Bechtel is a financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2007 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through 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 provides research, custody, underwriting, and capital markets solutions.

Robert Schneiders is a financial advisor with UBS Financial Services in Boston, MA. He holds the Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at Hologic and has a background that includes academic and entrepreneurial roles. 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 that include financial planning, portfolio management, and access to proprietary research.

Rachel D'entremont is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and six years of industry experience. She has been with UBS since 2017, following a three-year tenure at Black Rock Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to client goals and risk tolerances.

Trammel Martin is a financial advisor at UBS Financial Services in Boston, MA, with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with UBS Financial Services since 2013. Outside of his advisory work, he provides general business advice to a retail yarn and knitwear accessories business operated by his family and serves on the investment committee for Dedham Country Day School’s endowment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities, offering a broad range of wealth management and capital markets services.

Roderick Wagner is a financial advisor at UBS Financial Services in Boston, MA, holding Series 63 and Series 66 designations with 26 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Justin Glucksman 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 Financial since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients, providing a range of brokerage and investment advisory services, including financial planning and portfolio management tailored to client goals using proprietary research and model-based asset allocations.

Darrin Gold is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2001 and has been involved with Suffolk University since 1989. Outside of his advisory work, he serves as trustee and manages the investment activities of his personal trust. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to a range of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and asset allocation models to tailor client solutions.

Kristen Melendy is a financial advisor at UBS Financial Services in Boston, MA, with three years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for five years. UBS Financial Services Inc. 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 services and uses proprietary research and model-based asset allocations to tailor client plans.

Morgan Kendall is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. Prior to joining UBS, Kendall worked at Northwestern Mutual and has a background including academic roles at Dartmouth College and several private schools. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market assumptions and research to tailor investment plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Gordon Greer is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC from 2010 to 2015 before joining UBS in 2015. Outside of his advisory role, Greer is a trustee of a small family business, the William E.R. Greer Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative investments. The firm leverages proprietary research and institutional trading capabilities alongside wealth management services.

Lyssa Tyler is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Kreitler Financial and Teed Capital Management of Raymond James. Outside of finance, she has experience in landscaping through roles at Ottani Landscaping and Tyler Landscaping. UBS Financial Services serves individual, corporate, and institutional clients offering a range of brokerage and investment advisory services, 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.

Dean Hoeger is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including John Hancock Advisers, LLC and Vigilant Distributors LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm operates with a broad platform that includes institutional trading capabilities, wealth management services, and affiliated banking and lending programs.

Camille Valentine is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with UBS Financial Services since 2002. In addition to her advisory role, she is named as the personal representative and executor of an individual estate. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Robert Callanan Jr. is a financial advisor with UBS Financial Services in Boston, holding a Series 63 designation and bringing 44 years of industry experience. He has been with UBS Financial Services since 2008. 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 services, offering a broad range of capital markets and advisory solutions.

Wayne Davis is a financial advisor at UBS Financial Services in Boston, MA, with 40 years of industry experience. He has been with UBS since 1985 and holds the Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an officer for the Massachusetts Congregational Charitable Society, overseeing financial reports and payment approvals. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, leveraging model-based asset allocations and proprietary research to tailor strategies. The firm combines institutional trading capabilities with wealth management services, offering access to underwriting, principal trading, and affiliated banking programs.

Richelle Hede is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, JPMorgan Chase Bank, J.P. Morgan Securities, and Merrill Lynch Pierce Fenner & Smith. 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 employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Thomas Wood is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63, 65, and 66 licenses and having 26 years of industry experience. He has been with UBS Financial Services since 2001. Wood is involved with the Wood Childrens Trust, an investment-related nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and advisory services including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management through a broad platform that includes research from its Chief Investment Office and UBS Global Research.