Your life's goals

Wealth management to help you get there

Sailboat splashing in water

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.

Co-workers in a lobby

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.

  • RyannKilgorepic

    Ryann Kilgore

    Executive Director

    Branch Manager

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
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    • KY
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    • ME
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          500 Exchange Street
          Providence, RI 02903
        • Heather picture

          Heather Braun Foley


          Admin Manager

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          • CT
          • FL
          • MA
          • MD
          • NJ
          • NY
          • RI

                500 Exchange Street
                Providence, RI 02903
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                Mary Decatur "Molly" Precopio

                Branch Office Administrator

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                  Molly has been in the financial services industry for over 37 years, 32 of which have been with UBS Financial Services.   In addition to providing support for the  branch and complex, she is responsible for various client services, as well as administrative and operational aspects of the branch and complex.  Molly is also the Branch Technology Liaison, managing the technology infrastructure on a local level.  Molly graduated from Wheaton College in Norton, MA and lives in South Kingstown with her husband, John. 

                    • Wheaton College
                      500 Exchange Street
                      Providence, RI 02903

                    The Year Ahead - Sustainable Investing

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager