Sergio Forlini is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he serves on the Admissions Committee for Burning Tree Country Club in Greenwich, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and draws on proprietary research and model-based strategies to tailor client solutions.

Dalia El Bettadini is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. She has worked at UBS since 2023 and previously held positions at TD Bank, Western Connecticut State University, and Brookfield High School. 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 delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

Eric Kreuter is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2009. Outside of his advisory work, he serves as the Vice Commodore and is on the Board of Directors of the Storm Trysail Club, a sailing club in Larchmont, NY. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, customized advice through its network of Financial Advisors.

Norma Montalvo is a financial advisor at UBS Financial Services with 22 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through 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, offering proprietary research and a diverse set of capital markets services.

Frank Moore III is a Series 63 licensed financial advisor with UBS Financial Services in Greenwich, CT, where he has worked since 2000. He has 40 years of industry experience. Outside of his advisory role, Moore serves as a trustee and member of the finance committee for The Marvelwood School and is president of Community Concerts of Greenwich, Inc. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a broad platform that includes fee-based financial planning and portfolio management.

Stacey Parker is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves as chairperson of the Kansas City Committee for the Midwest Highland Arts Fund, a nonprofit organization that hosts an annual piping and drumming workshop and concert. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of investment and capital markets services.

Timothy Johnson is a Series 66-licensed financial advisor with UBS Financial Services in New York, NY. He has 11 years of industry experience and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, 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 strategies.

Eric Green is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and been involved with SUNY Oswego's Department of Campus Life. Outside of financial services, he has experience with ProCrease Goaltending and Birchwood Country Club. 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 a range of solutions including portfolio management, financial planning, and access to proprietary research and capital markets services.

Keith Coutant is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has worked at Merrill, Bank of America, N.A., and UBS since 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

John Dolce is a financial advisor with UBS Financial Services in Greenwich, CT, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2011. 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 services, offering a broad range of capital markets activities and proprietary research to support client strategies.

Robert Pizzella is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 21 years, followed by roles at JPMorgan Securities and JPMorgan Chase Bank. Pizzella serves as treasurer and board member of the Northeast Greenwich Association, a local nonprofit in Greenwich, Connecticut. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Kevin Coutant is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized financial planning and portfolio management.

Michele Mccallion is a financial advisor with UBS Financial Services in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her career includes roles at Bank of America and Merrill, spanning two decades. Outside of advising, she owns and teaches dance fitness classes through Zumba with Michele, LLC, with proceeds donated to local charities, and she is involved in her daughter's organic skincare business, Truly You, LLC, acting as a member of the LLC. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and a network of financial advisors.

Benjamin Quick is a financial advisor with UBS Financial Services in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 2001 and was previously associated with Pierce Capital. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor plans based on clients’ goals and risk tolerances.

James Parker is a Series 66-credentialed financial advisor with UBS Financial Services in Greenwich, CT, where he has worked since 2015. He has 20 years of industry experience. Parker serves on the board of a medical practice and pharmacy, World Health Clinicians, acting as CFO and participating in organizational decisions, and he is also a board member and chair of the Greens Committee at Greenwich Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services including fee-based financial planning and portfolio management.

Kevin Goggins is a financial advisor with UBS Financial Services in Greenwich, CT. He holds a Series 66 designation and has four years of industry experience, including prior roles at Morgan Stanley and Kinard Realty Group. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory solutions, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Peter Rukeyser is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 2009. He holds Series 63 and Series 65 licenses. 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 access to proprietary research and a broad range of financial products.

Richard Giordano is a financial advisor at UBS Financial Services with 44 years of industry experience. He has been with UBS since 1989. He holds the Series 63 designation. 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 research-driven, model-based asset allocation tailored to clients’ goals.

Margaret Denver is a financial advisor with UBS Financial Services in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she is involved with Yoga Haven, a privately held business specializing in yoga. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through proprietary research and model-based asset allocations.

Kristen Quick is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 23 years before joining UBS in 2023. 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 aligned with clients’ goals and risk tolerances.

John Cullinane is a financial advisor with UBS Financial Services in Greenwich, CT, holding a Series 66 designation and having 16 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor strategies based on proprietary research and model-based asset allocations.

Kyle Shearer is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has prior work experience with the University System of New Hampshire and service in the United States Marine Corps Reserve. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad array of capital markets services.

Megan Berendowski is a financial advisor at UBS Financial Services with 22 years of industry experience, all of which she has spent with UBS since 2004. She holds a Series 66 designation and is based in Greenwich, CT. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work supported by proprietary research and model-based asset allocations.

John Ryan is a financial advisor with UBS Financial Services in Greenwich, CT, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Michael Martinez is a Series 66 licensed financial advisor with 14 years of industry experience. He has been with UBS Financial Services since 2012, working in both its advisory and brokerage divisions. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management through a platform that includes proprietary research, model-based asset allocation, and capital markets services.

Carlos Casas is a financial advisor at UBS Financial Services with 19 years of industry experience. He has been with UBS since 2002 and holds a Series 66 designation. Outside of his advisory work, Casas coaches youth soccer. 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. The firm integrates institutional trading capabilities with wealth management services, including discretionary portfolio management and alternative product distribution.

Andrew Moore is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at SMC Corporation of America for five years. 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 provides access to proprietary research and a range of capital markets products.