A plan for today, tomorrow and generations to come

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Globe

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.

  • Pter-Ierardi

    Peter Ierardi, Jr.

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IN
    • KY
    • MA
    • MD
    • ME
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • PR
    • SC
    • TX
    • VA
    • WA

        • CERTIFIED FINANCIAL PLANNER™
        20 Montchanin Road, Suite 170
        Greenville, DE 19807
        peter.ierardi@ubs.com
        Peter Ierardi, Jr.
        20 Montchanin Road, Suite 170,Greenville,DE,19807
      • image

        Ginger Ward

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AK
        • AL
        • AZ
        • CA
        • CT
        • DC
        • DE
        • FL
        • GA
        • IA
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • NC
        • NJ
        • NY
        • PA
        • TN
        • TX
        • UT
        • VA
        • VT
        • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
        • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
        • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

            20 Montchanin Road, Suite 170
            Greenville, DE 19807
            ginger.ward@ubs.com
            Ginger Ward
            20 Montchanin Road, Suite 170,Greenville,DE,19807
          • image

            Caroline Chahalis

            Senior Vice President–Wealth Management

            Financial Advisor

            • image
            • image
            • image
            • AK
            • AL
            • AZ
            • CA
            • CT
            • DC
            • DE
            • FL
            • GA
            • IA
            • ID
            • KY
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • NC
            • NJ
            • NY
            • OH
            • PA
            • TN
            • TX
            • UT
            • VA
            • VT
            • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
            • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
            • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
            • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

                20 Montchanin Road, Suite 170
                Greenville, DE 19807
                caroline.chahalis@ubs.com
                Caroline Chahalis
                20 Montchanin Road, Suite 170,Greenville,DE,19807
              • image

                Christopher DiGiacomo

                Senior Vice President–Wealth Management

                Financial Advisor

                • image
                • image
                • image
                • AK
                • AL
                • AZ
                • CA
                • CO
                • DC
                • DE
                • FL
                • GA
                • ID
                • IL
                • KY
                • MA
                • MD
                • ME
                • NC
                • NJ
                • NY
                • PA
                • SC
                • TN
                • TX
                • VA
                • WV
                • Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
                • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
                • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

                    20 Montchanin Road, Suite 170
                    Greenville, DE 19807
                    christopher.digiacomo@ubs.com
                    Christopher DiGiacomo
                    20 Montchanin Road, Suite 170,Greenville,DE,19807
                  • image

                    Robert DiGiacomo

                    Senior Vice President–Wealth Management

                    Financial Advisor

                    • image
                    • image
                    • image
                    • AL
                    • AZ
                    • CA
                    • DC
                    • DE
                    • FL
                    • GA
                    • ID
                    • MA
                    • MD
                    • MS
                    • NC
                    • NJ
                    • NM
                    • NY
                    • PA
                    • SC
                    • TN
                    • TX
                    • VA
                    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                        20 Montchanin Road, Suite 170
                        Greenville, DE 19807
                        bob.digiacomo@ubs.com
                        Robert DiGiacomo
                        20 Montchanin Road, Suite 170,Greenville,DE,19807

                      Why does A.I. in space matter?

                      Outlook on interest rates

                      Tree

                      UBS and Credit Suisse—stronger than ever

                      Global Wealth Report 2024

                      Crafted wealth intelligence

                      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                      Gain additional insights into the trends shaping wealth in the US and around the world.

                      Download the report

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $5.8+ trn

                      UBS Group invested assets
                      As of 03/31/2024

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

                      Insights