Lasting relationships

Understanding what matters most to you

Hartford Skyline

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Young woman sitting with iPad

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • ryanne

    Ryann Kilgore

    Executive Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Ryann, Executive Director-Wealth Management, is the Market Director of the Coastal New England Market. Ryann has been in the Wealth Management Industry for over 18 years, during which she served as a Financial Advisor and Market Director. Ryann is a dedicated leader, focused on helping wealth management professionals serve clients, their families, companies, and communities. Ryann is passionate about community and serving people in the places we support. Ryann values, integrity, hard work, family, and commitment. Ryann is a volunteer in the community for local charities serving, underprivileged children, and is a mentor to young females interested in growing a career in wealth management.

    Ryann attended college locally at Providence College and was a scholarship player on the Women’s Basketball team. Ryann attended Eastern Michigan University and earned her BS in Business Management, MS in Organizational Development, and a Master’s in Business Administration.

    Originally from Michigan, Ryann now resides in southern MA, but spends much of her time in her second home in South County Rhode Island with her Husband, Nick and their daughter, Gabby.

     

          500 Exchange Street
          Providence, RI 02903
          ryann.kilgore@ubs.com
          Ryann Kilgore
          500 Exchange Street,Providence,RI,02903
        • Gabe picture

          Gabriel D'Amica

          Executive Director

          Market Director

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          • AL
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          • CT
          • DC
          • FL
          • HI
          • IN
          • MA
          • MD
          • ME
          • MI
          • MT
          • NE
          • NH
          • NJ
          • OK
          • OR
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          Steadiness

          It comes from experience.

           

          Gabriel D’Amica

          Executive Director-Wealth Management

          Market Director

          Gabe joined UBS in 2016 and is currently Market Director and Branch Manager of the UBS Springfield, New Haven, Albany and Glens Falls branch offices.  Gabe has been in the Wealth Management Industry for over 25 years, beginning his career as a Financial Advisor and Branch Manager at Morgan Stanley Smith Barney.  In 2010, Gabe moved to Merrill Lynch and assumed various roles as COO Merrill Lynch, New England Region; Vice President, Capacity & Initiative Management; Vice President, Sales Manager Merrill Edge. 

          Gabe received his Bachelor of Science in Textile Technology & Design from the Fashion Institute of Technology and an MBA from Northeastern University in Corporate Finance.

          Originally from Bronx, New York, and currently resides in CT with his wife Barb.  Gabe enjoys skiing and biking (mountain and road).     

                One Monarch Place
                Suite 1400
                Springfield, MA 01144
                gabriel.damica@ubs.com
                Gabriel D'Amica
                One Monarch Place,Springfield,MA,01144
              • Tracy picture

                Tracy Ellen Anzalotti

                Director

                Market Administrative Officer

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                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • ND
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • PR
                • RI
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
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                • VT
                • WA
                • WI
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                • WY

                Tracy Anzalotti is the Market Administrative Officer for UBS Financial Services, Inc. for the Greater New England Market. She is responsible for fulfilling AML Risk management, educating and communicating operational efficiencies processes and procedures, overseeing Operational Personnel and working with the Market Management Team, FAs and CSAs.  Tracy has been with UBS and its legacy firms for 30+ years.  She maintains Series 7, 63, 9 & 10 securities licenses.   Tracy graduated Summa Cum Laude from Bay Path University in Longmeadow, Massachusetts with a B.S. in Business /Executive Management .

                Tracy resides in East Longmeadow, MA with her husband Robert.

                  • Bay Path University in Longmeadow, Massachusetts, B.S. in Business /Executive Management
                    One Monarch Place
                    Suite 1400
                    Springfield, MA 01144
                    tracy.anzalotti@ubs.com
                    Tracy Ellen Anzalotti
                    One Monarch Place,Springfield,MA,01144
                  • Mary photo

                    Mary White

                    Associate Director

                    Admin Manager

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                    • CT
                    • FL
                    • MA
                    • ME
                    • NE
                    • NH
                    • NJ
                    • NY
                    • PA
                    • RI
                    • VT

                    Mary has been with UBS and its legacy firms since 1985. She is FINRA registered and holds her Series 7, 63, 9 & 10 securities licenses.  Her career began as a Branch Service Associate working toward a career in Management where she became an Assistant Operations Manager, Operations Manager as well as working in the Trading Area. And now working in the East Processing Center for the New England and New York State Markets as a Market Service Manager.  Mary has a deep love of Operations and could not see being in another field.  She has had the pleasure of working in large New York Branches and now in Hartford, CT.

                    She was born and raised in Bronx, New York and now resides in Hartford, CT. Mary enjoys quiet time as well as spending time with Family and Friends.

                          One State Street
                          Suite 1600
                          Hartford, CT 06103
                          mary.white@ubs.com
                          Mary White
                          One State Street,Hartford,CT,06103
                        •  Kathryn Eastwood

                          Kathryn Eastwood

                          Authorized Officer

                          Business Strategist

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                                  One State Street
                                  Suite 1600
                                  Hartford, CT 06103
                                  kathryn.eastwood@ubs.com
                                  Kathryn Eastwood
                                  One State Street,Hartford,CT,06103
                                • Dan Olson, CRPC®

                                  Associate Director

                                  Digital Specialist

                                  Dan is a field-based Digital Specialist, providing training and support of the WMA technology platform to our financial advisors, field management and support staff; and/or external clients. In addition to one-on-one coaching Dan conducts presentations and seminars to educate and showcase the features, functionality, and benefits of our technology platform; thereby increasing awareness and utilization. Dan functions as a Subject Matter Expert (SME) on applications such the Investment Proposal Tool, My Total Picture, Smart Email and other UBS Wealth Management applications. A primary focus of Dan's work is to leverage Advisor Marketing Central on behalf of advisors, to strengthen and promote their individual or team brand.

                                  Previous Financial Services Industry experience include roles as a Market Sales Manager at Merrill Edge from 2012-2016, Financial Solutions Advisor at Merrill Edge from 2011-2012 and Financial Advisor, Merrill Lynch 2007-2010Dan has earned the Chartered Retirement Planning Counselor designation, and holds Series 7, 9,10, 31, 63, 65 securities licenses.  Dan has a Bachelor of Science in Anthropology from the University of Oregon.

                                Connecting you to the deep resources of UBS

                                By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                                Three generations in apple orchard

                                Turn possibilities into a plan

                                House View Monthly

                                UBS Year Ahead 2025

                                Roaring 20s: The next stage

                                Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                                A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                                Read the report

                                A leader in wealth management

                                Backed by the strength of our parent company, UBS AG

                                $5.9+ trn

                                UBS Group invested assets
                                As of 06/30/2024

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                                More than 160 years

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