The value we create for our clients is summed up as Strategic Wealth Management. Strategic Wealth Management enables clients to gain perspective and control of their investments and make better decisions by avoiding asset depletion, managing costs and minimizing taxes*. Our team produces consolidated reports aggregating all client assets so the client can efficiently and thoroughly understand their financial position. With our consultation and proficiency, clients make better decisions with their investment solutions to correspond with their financial goals.
*Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You should consult with your personal legal or tax advisor regarding your personal circumstances.
Robert Bosco, CFP®
Rob joined UBS in 2004, and he offers more than 22 years of wealth management experience. He received the CERTIFIED FINANCIAL PLANNER™ designation in January of 2008 and UBS’s Wealth Advisor designation in 2010. Prior to joining UBS, he spent eight years at Morgan Stanley and two years at Prudential Securities.
Rob is a graduate of the Isenberg School of Management at the University of Massachusetts in Amherst with a degree in finance. He resides in Mansfield, MA, with his wife and three children. He is a board member of the University of Massachusetts Club, and is involved in many community activities including coaching youth sports
AZ, CA, CO, CT, DC, DE, FL, IL, KS, MA, ME, MO, NC, ND, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WI, WV, WY
James G. Fair, CFP®
Jim joined UBS in 2006. Jim focuses on serving the wealth management needs of executives and business owners. Jim is a CERTIFIED FINANCIAL PLANNERTM, holds UBS’s distinctive Wealth Advisor designation and has been recognized as one of the firm’s top Advisors as a member of its Director’s and President’s Council. Prior to joining UBS, he held senior management positions, including leading and managing the buyout of a 25-person Internet marketing company.
Jim graduated from Holy Cross College with a degree in economics and was recognized as an Academic All American in Soccer. Jim earned an M.B.A. from Babson College. He lives in Winchester, MA, with his wife and three sons.
AL, AZ, CA, CO, CT, DE, FL, IL, MA, ME, MI, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
Peter C. Farrington
Peter joined UBS in 2007 and has been providing clients with wealth management services since 2004, focusing on both financial and retirement planning. In 2016, he was recognized as one of UBS’s Top 35 Financial Advisors Under 35.
He earned a Bachelor of Science degree from the University of Massachusetts and currently resides in Boston, MA. Peter enjoys spending time with his seven nieces and nephews and is active in running a scholarship in his late brother’s name.
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, ME, MI, MN, NC, ND, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WI
Andrew J. Fanikos
Wealth Strategy Associate
Andrew joined UBS in 2015 from The Commonwealth Financial Group where he worked as a financial representative. He worked alongside with Rachel to provide client service and operational support for the team.
In May 2016, Andrew was promoted to a Wealth Strategy Associate, and he now works closely with the Financial Advisors to provide comprehensive financial planning to our clients. Andrew graduated from Holy Cross and holds the Series 7 and 63 securities licenses as well as insurance licenses. He lives in Weymouth, MA, where he grew up.
CA, CT, FL, MA, NH, NJ, NY, PA, RI, VA
Rachel L. Click
Registered Client Service Associate
Rachel joined UBS in 2010. Rachel works closely with our clients and their families through all aspects of their financial life. She is responsible for providing superior service to our clients. Rachel has worked in the finance industry for 10 years with a focus in client service. Prior to working for UBS, Rachel worked for ProFund Advisors and Legg Mason Capital Management.
Rachel earned a Bachelor of Science degree in finance with a concentration in financial planning from Salisbury University in Maryland. She holds the Series 7 and 66 securities licenses. Rachel lives in Swampscott, MA with her husband and their dog. In her spare time, Rachel volunteers for the French Bulldog Rescue Network.
CA, CT, FL, MA, NH, NJ, NY, PA, RI, VA
Client Service Associate
Kate joined UBS in 2016. Kate works closely with Rachel to provide exceptional client service and operational support to our clients.
Kate recently graduated from Roanoke College in Virginia with a degree in Business Administration and a minor in Psychology. Kate is living in Boston, MA after a recent move from her hometown of Rumson, NJ.