Lasting relationships

Understanding what matters most to you

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.

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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.

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    Erin McDonald

    Director

    Branch Manager

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    • ME

    I focus on collaboration by teaming with financial advisors, branch employees and field partners to make a bigger impact on our clients lives and our local community. Whether promoting digital platform adoption, planning UBS wellness challenges, client symposiums or Center-of-Influence networking events, my goal remains the same. Create an environment that cultivates strong thinkers, game changers and a place where people want to work and do business every day

          8 Wright Street
          3rd Floor
          Westport, CT 06880
        • Charles-Patti

          Charles Patti Jr.

          Associate Director

          Branch Operations Manager

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            Charlie began his career in the financial services industry in 1989 working with John Hancock Financial Services. In addition to his current role as Administrative Manager of both the Westport and New Haven offices, he has held various positions at financial institutions including Supervisory Principal and Operations Manager. Charlie joined UBS in 2006 as Administrative Manager in the Stamford office and joined the New Haven office in 2010. He holds FINRA Series 6, 7, 9, 10 and 63 security licenses as well as various insurance licenses. Charlie received a B. S. degree in Education from Rhode Island College.

              • Rhode Island College, B.S. Education
                8 Wright Street
                3rd Floor
                Westport, CT 06880
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                Anthony DiPerri

                Authorized Officer

                Admin Manager

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                • NY

                      600 Washington Blvd
                      Stamford, CT 06901
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                      Danielle Fujioka

                      Director

                      Supervisory Officer

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                      • CT
                      • MA
                      • NJ
                      • NY

                            600 Washington Blvd
                            Stamford, CT 06901

                          US banking sector update: Where we are now

                          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 ubs.com/wealthway.

                          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

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                          UBS is a world-leading wealth manager

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