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Christopher Z

Series 66

Glens Falls, NY

UBS Financial Services

Christopher Zito is a Series 66 credentialed financial advisor with 24 years of industry experience, currently affiliated with UBS Financial Services in Glens Falls, NY since 2014. In addition to his advisory role, he is a partner in a real estate investment partnership, EL MONDO LLC. 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.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Lisa B

Series 66

Glens Falls, NY

UBS Financial Services

Lisa Bruce is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing eight years of industry experience. Her career includes two separate tenures at UBS Financial Services totaling 22 years, interrupted by a four-year period at The Pretty Hot Mess. 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 according to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Randall F. D

Series 66

Glens Falls, NY

UBS Financial Services

Randall F. Devaney is a financial advisor at UBS Financial Services with 24 years of industry experience and holds a Series 66 designation. He has been with UBS since 2009. Devaney serves on the board of directors for Northern Rivers, an organization focused on empowering children, adults, and families to improve their lives and communities. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and uses proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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