Providence, RI Exchange Street Office

Lili Trudeau is a financial advisor at UBS Financial Services with 42 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

James Lynn is a Series 66-registered financial advisor with UBS Financial Services in Providence, RI, bringing 25 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a wide range of capital markets offerings.

Cody Burnett is a financial advisor at UBS Financial Services in Providence, RI, with 11 years of industry experience. He has been with UBS since 2014 and holds a Series 66 designation. Burnett serves on the board of directors for Wildlife Rehabilitators of Rhode Island, a nonprofit focused on rehabilitating injured or sick local wildlife. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Gary Zahakos is a CFP®-designated financial advisor with 41 years of industry experience, currently with UBS Financial Services since 2008. He serves as a member of the board of directors for Westmore Owners Corp, a New York City cooperative building. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Thomas Sheehan Jr. is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary market research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Ryann Kilgore is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and 19 years of industry experience. Prior to joining UBS in 2021, Kilgore worked at JP Morgan Chase Bank and JP Morgan Securities from 2018 to 2021, and at Santander Securities and Santander Bank from 2014 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor financial plans.

Neal Engesetter is a financial advisor with UBS Financial Services in Providence, RI, holding a Series 66 designation and 16 years of industry experience. He has worked at UBS since 2020 and previously held roles at SunTrust Bank and SunTrust Investment Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

Jenny Andersson is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2000 and holds a Series 66 designation. Outside of her advisory role, she serves as Treasurer and a member of the Board of Directors for the International House of Rhode Island, an organization focused on cultural exchange and language development. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and specialized capital markets activities.

Joseph Tamburini is a financial advisor at UBS Financial Services with 34 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Tamburini serves on the finance committee of the nonprofit A Wish Come True, providing oversight of its endowment fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services.

Nathan Hickney is a financial advisor at UBS Financial Services in Providence, RI, holding a Series 66 designation with 15 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2014 to 2022 before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment 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 strategies to clients’ goals and risk tolerances.

Antonio Oliveira is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2011. He holds the 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 utilizes proprietary research and model-based asset allocations to tailor investment plans.

Gregory Voigt is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining UBS in 2016, he worked at Merrill for 23 years. UBS Financial Services 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kara Museler is a financial advisor with UBS Financial Services in Providence, RI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Peter Corsi Jr. is a financial advisor with UBS Financial Services in Providence, RI, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His prior roles include positions at Crestwood Advisors LLC and Endurance Wealth Management, Inc. He joined UBS Financial Services in 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a wide range of financial solutions including discretionary portfolio management and alternative product distribution.

Denise Kowalewski is a financial advisor at UBS Financial Services with 28 years of industry experience. She has been with UBS since 2012 and 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 proprietary research and a broad range of capital markets solutions.