Avery Perry is a Series 66-licensed financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, Avery worked at Morgan Stanley and has held roles at PwC and Bentley University. Avery is based in New York, NY. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management to provide a broad range of capital markets and wealth solutions.

Charles Redding is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with UBS Securities LLC since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Brian Formento is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS Securities LLC and UBS Financial Services since 2006. Outside of his advisory work, he serves on the investment committee of Historic Morven Museum and Gardens, a National Historic Landmark in Princeton, New Jersey, which manages a small endowment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans based on clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets solutions through its platform.

Lee Thompson is a financial advisor at UBS Financial Services in New York, NY, with 18 years of industry experience. He holds a Series 66 designation and has been with UBS since 2009. 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, incorporating proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Loren Andreo is a financial advisor at UBS Financial Services with 19 years of industry experience. He previously worked at Goldman, Sachs & Co. for 13 years before joining UBS in 2019. He holds the Series 63 designation and is based in New York, NY. 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 and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Michael Diaz is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.