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.

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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

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

        • CERTIFIED FINANCIAL PLANNER™
        20 Montchanin Road, Suite 170
        Greenville, DE 19807
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        Ginger Ward

        Senior Vice President–Wealth Management

        Financial Advisor

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        • 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, 2023The 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 Best-in-State Women Wealth Advisors, 2020, 2021, 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
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            Caroline Chahalis

            Senior Vice President–Wealth Management

            Financial Advisor

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            • 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, 2023The 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 Best-in-State Women Wealth Advisors, 2020, 2021, 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
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                Christopher DiGiacomo

                Senior Vice President–Wealth Management

                Financial Advisor

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                • 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 America’s 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.
                • Forbes Best-in-State Wealth Advisors, 2023The 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.

                    20 Montchanin Road, Suite 170
                    Greenville, DE 19807
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                    Robert DiGiacomo

                    Senior Vice President–Wealth Management

                    Financial Advisor

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                    • 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

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                      Managing wealth is our craft

                      We’re committed to understanding what wealth means for you.

                      At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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