Frank Sullivan is a financial advisor at UBS Financial Services in Boston, MA, with 13 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for six years before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets functions.

James Mcdonald is a Series 66-licensed financial advisor with UBS Financial Services in Boston, MA, where he has worked since 2006, bringing 20 years of industry experience. He serves as a successor Co-Trustee for two family trusts, participating in investment decisions for their benefit. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management to provide tailored investment solutions.

Alexander Kennedy is a financial advisor at UBS Financial Services in Boston, MA, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with UBS Financial Services since 2015. Outside of his advisory role, he serves on the board of directors for Phood Solutions, a company focused on measuring and reducing food waste in the retail food sector. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

Alex Pardy is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He worked at Standard Life Investments for five years before joining UBS in 2018. Outside of his advisory role, he is connected to a knitwear company that is owned by his wife. 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 access to proprietary research and a broad range of financial products.

Sarah Beaulieu is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation. She joined UBS in 2025 and previously worked at Bain Capital and Deloitte Tax LLP. Her background includes roles in legal education and regulatory agencies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Edward Harris is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. Based in Boston, MA, his career includes extensive work within a major institutional firm. 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, supported by proprietary research and diverse capital markets activities.

Reuben Fink is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and 18 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, Reuben is involved in managing rental real estate properties. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Steven Smith is a financial advisor at UBS Financial Services in Boston, MA, with 22 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018, following prior roles at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, integrating proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Christina Hanss is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at UBS Financial Services since 2019 and previously spent five years at Merrill. Based in Boston, MA, she serves clients through UBS’s integrated wealth management platform. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a broad 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 offers proprietary research and affiliated banking services.

Josenoel Dizon is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2014. 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 portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research to tailor client plans.

Peter Laird is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior work includes roles at Bank of America, NA and Merrill. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a broad platform that includes custody, underwriting, and capital markets services.

Barry Pederson is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2014 and has worked as a hockey analyst for the New England Sports Network since 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Kevin Thurston is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation with 15 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the board of directors for Junior Achievement of Northern New England, overseeing finances and supporting financial literacy programs for young people. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm leverages institutional trading capabilities and proprietary research to tailor financial plans and portfolio management aligned with clients' goals and risk tolerances.

Lesley Heafitz is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior roles include positions at Fisher Investments and various non-industry activities, including work with Bobbles & Lace and Fresh Prints. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to proprietary research and institutional trading capabilities.

David Landy is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to UBS, he was employed at State Street Global Advisors and State Street Bank. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Samantha Hodgkins is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and having 11 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is involved in an online business related to BeachBody. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Christopher Cotter is a CFP®-certified financial advisor with 20 years of industry experience. He has been with UBS Financial Services Inc. in Boston, MA since 2015. UBS Financial Services Inc. 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 services and provides research-driven, model-based asset allocations tailored to client goals.

Kaitlin Robinson is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2021. She has dedicated the majority of her career to Fidelity, developing expertise in wealth planning and client-focused financial strategies. Her experience at Fidelity spans several positions, including Financial Consultant, Investment Consultant, Regional Investments Consultant, and Inside Sales Representative since 2014. Prior to joining Fidelity, she worked as a Registered Client Associate at Wells Fargo Advisors in the Private Client Group from 2012 to 2014. Kaitlin holds a California Insurance License. She is committed to assisting her clients in achieving their financial goals through personalized wealth planning solutions.

Jasmine Edo is a CFP®-certified financial advisor with UBS Financial Services in Boston, MA, bringing five years of industry experience. Prior to joining UBS in 2021, she held roles across hospitality and entertainment, including a part-time position at Big Night Live and work at Massachusetts Institute of Technology. Outside of advising, she is a co-founder and jewelry designer for Full Moon Botanica, a family-owned retail business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored using proprietary research and model-based asset allocations.

David Nash is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2016. Based in Boston, MA, his career includes a decade at UBS Financial Services Inc. 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, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.