Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Jeffrey G. Affeldt

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
413-785-4935
jeffrey.affeldt@ubs.com

Jeff began his career in 1987 and has been providing wealth manegement solutions to his clients for the past three decades. He joined UBS in 2009

Throughout Jeff's career he has focused on deliviering holistic financial solutions by defining a clear and realistic prospective through the creation of a sound financial plan. Jeff has always emphasized goals based planning and total wealth management with a focus on both sides of the balance sheet. This creates a simplified platform for the entire family financial relationship to efficiently operate.

Jeff holds his series 7, 63 and 65 securities licenses. Jeff graduated from Ithaca college with a B.A. in management. Jeff lives in Westfield, MA with hi wife Patty and has three adult children Cassandra, Brandon and alexandria.

 


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


Daniel F. Miles

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
413-785-4947
daniel.miles@ubs.com

Dan began his career in 1986, and has helped clients managed their wealth for the past three decades.

Dan joined UBS in 2009. "Looking back over my career in the financial industry, I have seen both good and bad markets. Navigating ones assets through difficult markets requires a disciplined, well planned approach. If we start with realistic goals, proper diversification, and a solid financial plan, it will smooth out the "noise" that can hamper most people's financial returns."

Dan holds his series 7, 63 and 65 securities licenses as well as life, accident, health and long term care licenses He has a bachelor's degree in business from St. Michael's College and M.B.A. from American International College.

He resides in Wilbraham with his wife Andrea and two adult children Nicole and Caroline.


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


James Andrew Calabrese, CFP®

Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
413-785-4948
james.calabrese@ubs.com

Jim joined UBS in 2009 after spending the prior 13 years at Merrill Lynch. He started his career as a financial advisor in 1995 and has put his experience to work for his clients, helping them find the best way forward to pursue the goals that truly matter. Utilizing comprehensive financial planning, Jim helps clients with goals based planning along with investment, insurance and estate planning advice. 

Jim holds the series 7, 63 and 65 securities licenses, as well as life, health, long –term care, and mortgage license.  Furthermore, Jim earned the CERTIFIED FINANCIAL PLANNER™ designation in 2000.  He is also a graduate of Western New England University with a Bachelor of Science in Finance and Economics. 

Jim lives in East Longmeadow, MA. He enjoys golfing, spending time with friends and is an active member of his local Lions Club.


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


Robert James Morin, CFP®

Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
413-785-4933
robert.morin@ubs.com
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Robert joined UBS in 2008 after spending the prior 9 years at Merrill Lynch. With a career as a financial advisor starting in 1999 he has advised clients through the tech boom and bust; the lost decade; the market meltdown of 2008-2009 and the Great Recession.

Through his Broad experience Robert is able to provide clients with a realistic perspective on building wealth, generating income streams, analyzing insurance needs, and effective tax planning, all through the creation of a financial plan. Robert's clients consist of business owners, professionals, retirees, thier children and new referrals. His continued success and longevity serving clients in financial services comes from a daily commitment to patience, concern, empathy and a genuine interst in the markets.

Robert holds the series 7 and 66 securities licenses, as well as life, health, long-term care, and mortgage license. Furthermore, Robert earned the CERTIFIED FINANCIAL PLANNER™ designation in 2004. He is also a graduate of Eastern Connnecticut State University with a Bachelor of Science in Business.

Robert lives in Westfield, MA with his wife Beth and their two daughters. He enjoys golfing, fishing and spending time with family.


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


Josephine S. Strain

Senior Client Service Associate
413-785-4946
josephine.strain@ubs.com

Josie began her career within the Wealth Management Industry in 1990 as an Operations Manager and has extensive knowledge of all operational aspects of the client experience. Josie is responsible for all operational and administrative details involved with the group and it's clients. Josie attended Baypath College in Longmeadow, MA. She currently resides in Agawam with her husband Tim and their two children, Sophia and Tyler


Tawana Anderson

Client Service Associate
413-785-4905
tawana.anderson@ubs.com

Tawana joined the group in 2009. Prior to joining the group, she worked as a supervisor of client relations at Bank of America for 2 1/2 years. She then began her employment at UBS in June of 2008 where she worked in the operations department running numerous administrative and operational processes. Tawana has held various roles within the firm, including Branch Technology Liaison and Client Service Associate Coach.

Tawana was born and raised in Jamaica and currently resides in Springfield, MA. Tawana is a passionate world traveler, planning trips abroad several times a year. She also enjoys spending time at the beach and trying out new cuisines. Outside of UBS Tawana is actively involved with the local chapter of Habitat for Humanity and Friends of the Homeless.