New London, CT Office

Team
Updated today

Client AUM

$761,713,741,255

Clients

1,098,059

Advisors

7

Of 9,322 advisors across 990 offices

Location

2 Union Plaza

New London CT 06320

Advisors at this office

7

Advisors at this office

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Alexandre D

Series 63, Series 66

New London, CT

UBS Financial Services

Alexandre Demetrio is a financial advisor with UBS Financial Services in New London, CT, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with UBS Financial Services since 2011. He serves as finance chair and board member for Madison A Better Chance of Connecticut, a nonprofit focused on supporting talented young men of color through education and leadership development. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services, utilizing 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
user avatar

Laura S

Series 66

New London, CT

UBS Financial Services

Laura Saborio is a financial advisor at UBS Financial Services with 21 years of industry experience. She has previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, where she spent over two decades. Laura holds a Series 66 designation. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor plans 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
user avatar

Kristie G

Series 66

New London, CT

UBS Financial Services

Kristie Gavitt is a Series 66-credentialed financial advisor with UBS Financial Services, based in New London, CT. She has 21 years of industry experience and has been with UBS since 2000. UBS Financial Services Inc. 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, leveraging proprietary research and model-based asset allocations to tailor advice 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
user avatar

Carter C

Series 66

New London, CT

UBS Financial Services

Carter Chambers is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held roles in education and local government, including positions at Hamilton College and the East Lyme Parks and Recreation Department. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing research-driven, model-based investment strategies tailored to client goals.

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

Daniel S

Series 66

New London, CT

UBS Financial Services

Daniel Scheyder is a financial advisor at UBS Financial Services with 9 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. Outside of his advisory role, he coaches the freshman basketball team at East Lyme High School. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, 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 solutions.

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

CFP®, Series 66

New London, CT

UBS Financial Services

Nicholas Pappas is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He has been with UBS Financial Services since 2017 and is based in New London, CT. Outside of his advisory role, he serves as Secretary for the Boston Exit Planning Consortium, an association focused on strategic planning and exit planning for business owners. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets solutions supported by 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
user avatar

James A C

Series 63, Series 65

New London, CT

UBS Financial Services

James A Chambers II is a financial advisor with UBS Financial Services in New London, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2002. Outside his advisory role, he consults for his father's business, Saybrook Counseling Center, providing services related to drug and alcohol counseling, accounting advice, and retirement planning. UBS Financial Services serves individual, corporate, and institutional clients with a broad 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 integrated 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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