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Patrick D
Series 66
Greenville, DE
UBS Financial Services
Patrick Di Giacomo is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services since 2021. His prior roles include positions at Tres Commas, LLC and DiGiacomo Bookkeeping Associates, LLC. 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.
Lynda D
Series 63, Series 65
Greenville, DE
UBS Financial Services
Lynda Durso is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and 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 uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.
Kerri M
Series 63, Series 66
Greenville, DE
UBS Financial Services
Kerri Matthews is a financial advisor at UBS Financial Services with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked at UBS since 2018, following four years at Capital One Investing LLC. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.
Shelby T
Series 66
Greenville, DE
UBS Financial Services
Shelby Tennant is a financial advisor with UBS Financial Services in Greenville, DE, holding a Series 66 designation and six years of industry experience. Tennant has been with UBS since 2017 and previously worked at The Greene Turtle and the University of Delaware Education. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies to clients' goals and risk tolerances.
Brian D
Series 63
Greenville, DE
UBS Financial Services
Brian Davis is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2024. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a range of financial planning and portfolio management offerings.
Christopher D
Series 63, Series 66
Greenville, DE
UBS Financial Services
Christopher Digiacomo is a financial advisor with UBS Financial Services in Greenville, DE, holding Series 63 and Series 66 designations. He has 13 years of industry experience and has been with UBS since 2015. 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 investment plans according to clients’ goals and risk tolerances.
Ginger W
Series 63, Series 65
Greenville, DE
UBS Financial Services
Ginger Ward is a financial advisor with UBS Financial Services in Greenville, Delaware, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves on the board of directors for Women's Wellness Spa(ce), a nonprofit focused on women's wellbeing. 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 and proprietary research to tailor strategies to clients’ goals and risk tolerances.
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