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Matthew M

Series 63, Series 65

Rochester, NY

UBS Financial Services

Matthew Mariano is a financial advisor at UBS Financial Services in Rochester, NY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. Mariano serves on the board of the Italian American Community Center, a cultural and educational nonprofit in Rochester. 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 a range of investment products and proprietary research to support tailored client strategies.

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

Series 63, Series 65

Rochester, NY

UBS Financial Services

Jeffrey Pierce is a financial advisor at UBS Financial Services in Rochester, NY, with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment strategies.

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

Series 63, Series 66

Rochester, NY

UBS Financial Services

Lisa Goode Cyrkin is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC, Commonwealth Financial Network, and Oakwood Financial Services. Outside of her advisory work, she owns and operates Growing Wilde Flower Farm, a sole proprietorship focused on growing and selling flowers and related products. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates proprietary capital market research and model-based asset allocations to tailor financial plans, 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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Susan H

Series 66

Rochester, NY

UBS Financial Services

Susan Halpern is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and 26 years of industry experience. She has been with UBS since 2011. Halpern serves on multiple nonprofit boards, including the Alzheimer's Association and Planned Parenthood of Central New York, and is actively involved with the Jewish Community Center and The Chatterbox Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, supported by proprietary research and capital market insights.

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

Series 63, Series 65

Rochester, NY

UBS Financial Services

Rocco Pietropaolo Jr. is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves on the board of directors for the Canandaigua Emergency Squad, overseeing organizational matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

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

Series 66

Rochester, NY

UBS Financial Services

Ty Reek Sizer is a Financial Advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Enterprise Holdings, Amazon, and Chipotle Mexican Grill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and capital markets services using proprietary research and model-based asset allocations.

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

Series 66

Rochester, NY

UBS Financial Services

Matthew Dunn is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill. In addition to his advisory role, he serves as a Company Executive Officer in the United States Marine Corps Reserve, where he develops training plans and schedules. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm offers wealth management alongside institutional trading capabilities and a broad range of capital markets services.

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

Series 63, Series 65

Rochester, NY

UBS Financial Services

Stephen Wilson is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS Financial Services since 2009. 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 and provides research-driven, tailored investment solutions.

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

Series 63, Series 65

Rochester, NY

UBS Financial Services

Alexander Wilson is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fidelity Brokerage Services LLC from 2015 to 2017 before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad suite of capital markets offerings.

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

Series 63, Series 65

Rochester, NY

UBS Financial Services

David Mattia is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, Mattia serves on the Board of Directors for the Rochester Lyric Opera and participates in the maintenance and preservation efforts at the George Eastman Museum. He also serves on the Finance Committee of the Oak Hill Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a range of capital markets solutions.

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

CFP®, ChFC®, Series 63

Rochester, NY

UBS Financial Services

Corey Jackson is a CFP® and ChFC® with 18 years of industry experience. He is currently a financial advisor at UBS Financial Services and previously spent over a decade at Manning & Napier Advisors, LLC. 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.

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

Series 63, Series 65

Rochester, NY

UBS Financial Services

Annemarie Cook is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2016. Outside of her advisory work, she owns a rental property in Hinesville, GA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including 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.

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

Series 63

Rochester, NY

UBS Financial Services

Susan L Mc Bride is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 63 designation and 21 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and provides comprehensive research and capital markets solutions.

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

Series 63, Series 66

Rochester, NY

UBS Financial Services

Katlyn Gedeon is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with UBS since 2013. Outside of her advisory work, she has held a position as a waitress at The Towne Restaurant in Buffalo, NY. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform that includes custody and capital markets services.

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

Series 63, Series 65

Rochester, NY

UBS Financial Services

Krista Schiavi is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and institutional trading capabilities.

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

Series 66

Rochester, NY

UBS Financial Services

Bryan Schoff is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and discretionary 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.

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

Series 66

Rochester, NY

UBS Financial Services

Cameron Perna is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and two years of industry experience. His prior roles include work at 39 North Capital, the University of Notre Dame Investment Office, and Dean Bradley Osborne Partners LLC. Outside of advisory work, he has been involved as a proprietor of a rental property. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, using proprietary research and model-based asset allocations tailored to client 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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Francis W

Series 66

Rochester, NY

UBS Financial Services

Francis Wacenske is a Series 66-credentialed financial advisor with 22 years of industry experience. He has been with UBS Financial Services Inc. since 2009. 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 and leverages proprietary research and model-based asset allocations to tailor solutions to clients.

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

CFP®, Series 66, Series 63

Rochester, NY

UBS Financial Services

Kevin Roe is a financial advisor with UBS Financial Services in Rochester, NY, holding the CFP® designation along with Series 66 and Series 63 licenses. He has 13 years of industry experience and has previously worked at Facet Wealth and UBS Financial Services Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and capital market assumptions to tailor solutions to client 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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