Experience Makes all the difference

We believe the trend within the financial services industry to outsource wealth management has resulted in the distancing of clients from their financial assets, often in very complex and expensive products. We're a team of five individuals who have nearly 100 years of collective experience providing planning and wealth management services for individuals, charities and corporations. We take great pride in our traditional investment style that enables us to deliver simple yet flexible solutions to fulfill our clients' goals.

Stuart C. McLeod

Senior Vice President - Wealth Management
617-261-2538

email



Mr. McLeod has been a financial advisor for nearly 30 years.  After spending his early career in the real estate arena, Stuart joined UBS (formerly Kidder Peabody/Paine Webber) in 1991.  In 1995, he became a partner in the Little, McLeod, Valentine Wealth Management Group.  Throughout the years, Stuart has collaborated with leading attorneys and tax advisors in New England to provide the team's high net worth clients and their families with comprehensive solutions to their estate planning needs.  Stuart's knowledge of various estate planning techniques as well as his knowledge of insurance products and investments ensures that clients receive a comprehensive approach to their financial planning which produces effective and individualized solutions.

Stuart lives in Needham, Massachusetts with his wife and their three children.  He is an enthusiastic supporter of youth sports and has coached many teams of multiple sports throughout the school years.  He is an avid boater who has competed in numerous sailing races including the annual offshore race from Marion, MA to Bermuda.  While sailing is a passion, Stuart's greatest joy is spending time with his family and friends on Cape Cod.

Accomplishments:

  • President's Council

Education:

  • B.A. Clark University, 1984

Personal & Community:

  • Needham Youth Basketball Association 2003-Present
  • Active supporter of the Alzheimer's Association of New England 2010-Present


Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA


Camille Valentine

Senior Vice President - Wealth Management
617-261-2701

email   Connect with me on LinkedIn



Ms. Valentine is a seasoned investment professional. She has spent years refining her skills to better serve the total wealth management needs of successful individuals and their families. She began her career at two Wall Street firms where she gained extensive experience evaluating stocks, options and bonds in an institutional trading environment. Camille has a passion for investments and uses her expertise in point and figure technical analysis to build investment portfolios. She tracks the team's stock positions daily for important changes in fundamentals or technical trends. Working closely with the firm's bond research department and regional trading desks, she uses her extensive experience in the municipal bond markets to build the teams' custom laddered bond portfolios.

In addition to her career, Camille is actively involved in her community supporting safe and positive youth activities. In Boston, Ms. Valentine supports a variety of philanthropic groups but has been most active supporting the Justine Lee Miff Fund, a major endowment to restore and maintain the 1100 acres of public land in the Emeral Necklace park system. In order to help other women entering the field of finance, she has been a guest speaker and panelist at the Center for Women's Leadership at Babson College.  Camille lives in Sudbury with her two teenage daughters. 

Accomplishments:

  • President's Council
  • Forbes Top 200 Women Advisors, 2017

View Camille's Forbes Announcement

Education:

  • Master of Business Administration, Babson College Graduate School of Business, 1995
  • B.A. Smith College, 1985

Personal & Community:

  • Liff Committee, Vice Chair, Party in the Park, Emerald Necklace Conservancy, 2010-present
  • Brigham & Women's Hospital, Women's Health Board of Advocates, 2013-present
  • Jean Lind Teen Center Board, 2006-2013 (former president 2008-2011)
  • UBS New England Region Community Service Award (2014)

 


Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA


Joseph Aceto

Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
617-261-1149

email   Connect with me on LinkedIn



Joseph Aceto came to UBS in 2011 from Morgan Stanley with 6 years of experience in wealth management.  As a Chartered Retirement Planning Counselor (CRPC®), he leverages his background in retirement planning to help build sophisticated financial strategies to help clients fulfill their cash-flow needs.  He also plays an important role in assisting with the team's investment management process.

Mr. Aceto is a graduate of Stonehill College with a Bachelor of Arts in Economics including studies abroad at Griffith University in Queensland, Australia.  He is committed to the community he works in, volunteering for various organizations such as Community Servings. He is also part of the business community as an active member of the Boston Business Builders as well as member of the Business Visiting Committee at Stonehill College. Joe resides in Andover with his wife and two children.

Accomplishments:

  • Chartered Retirement Planning Counselor (CRPC®)

Education:

  • B.A., Stonehill College- Economics 2005
  • Griffith University, Queensland Australia 2004

Personal & Community:

  • Community Servings- Annual Pie in the Sky Fundraiser
  • Stonehill College Business Visiting Committee Member

 


Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA


Rina Zappala

Senior Client Service Associate
617-261-2654

email



Rina has been with our team since she joined UBS in 1993. Prior to joining UBS, she was the Executive Assistant to the Senior Vice President of Computer Operations at Shawmut Bank for 11 years after a three year stint in their International Division. Rina's expertise in client service and communication is unparalleled.

She has been married for over 30 years and has two adult children. Rina lives with her husband, Alfio, in Medford just outside of Boston.


Nicholas A. Pappas

Client Service Associate
617-439-8556

email




Registered States:
AZ, CA, CO, CT, FL, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NM, NY, PA, RI, TN, VA, VT