Access to a world of resources Private Wealth Management
Loretta Lang "Lori" Finck
Vice President - Wealth Management
Financial Advisor
203-705-4242
844-875-0934
855-212-9523
UBS Private Wealth Management
750 Washington Boulevard
11th Floor
Stamford, CT 06901
Though my clients often choose me for my comprehensive wealth management experience, I look beyond the tactical guidance and take a much more expansive view of my role. I commit to understanding you, your family, business and personal priorities, as well as your total financial picture.
With the firm's rich tradition of advising the most accomplished individuals, I am not only well-positioned to provide highly specialized guidance, but to also directly access and execute solutions with ease and efficiency.
My perspectives
Insights