Experience

Dianne currently serves as Market Director at UBS, overseeing the Albany, NY; Glens Falls, NY; and Springfield, MA offices. Dianne brings a deep passion for working collaboratively with everyone across the firm, ultimately impacting the lives of her team, associates, and clients. Dianne is dedicated to driving exceptional results and fostering growth within the organization.

With over 30 years in financial services, including roles in branch management, as a financial advisor, compliance officer, and administrative associate, Dianne’s unique positive approach fosters open communication and focuses on getting things done. This has translated to positive results for her teams, clients, and the firm.

Known for a collaborative leadership style, Dianne is dedicated to developing high-performing teams and nurturing talent. She believes in integrity, efficiency, and the unique contributions of everyone on the team, leading to a culture of open communication and continuous improvement.

Dianne is also a strong supporter of Habitat for Humanity, Public Television, and Fair Treatment of Animals. Personal interests include spending time with her wonderful family, gardening, and artisanal baking.

Heather is a seasoned financial services professional with more than 25 years of experience and currently serves as an Associate Market Executive at UBS Financial Services. Throughout her career, she has held a variety of leadership and client-focused roles that have given her a broad perspective on the business and a strong foundation in operational management, relationship building, and service excellence.

Prior to her current role, Heather served as a Client Experience Director, where she focused on navigating complex market needs, strengthening service delivery, and supporting advisors and teams. Today, she draws on that experience to partner with Financial Advisors and colleagues, helping them achieve their growth objectives while delivering an exceptional client experience.

Heather graduated with Honors from the University of Connecticut, earning a Bachelor of Science in Psychology, while also competing as a Division I soccer player. Balancing the demands of academics and collegiate athletics helped shape the teamwork, discipline, resilience, and leadership she continues to bring to her professional life.

Heather and her husband, Joe, live in Rehoboth, Massachusetts, where she enjoys spending time outdoors and hosting family and friends.

Myrna brings 46 years of experience in the financial services industry, starting in 1975 with Merrill Lynch then proceeded to PaineWebber in 2000, which was acquired by UBS Financial Services Inc. in 2000. She has an Associate in Science Degree, from Bay Path University. As Office Administrator, she currently provides Springfield, MA, Glens Falls and Albany, NY Branches with administrative and operational support. She is also the Springfield, MA office Branch Technology Liaison (BTL) and supports BTL back-up for the New York Branches. Myrna enjoys spending time with her dog Penny, her son and two grandchildren, and with her Civil Engineer Daughter, Samantha.

 Myrna currently resides in Springfield, MA.