Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

David J. Mason

First Vice President - Wealth Management
800-444-7949
david.j.mason@ubs.com
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Professional Experience

  • UBS Financial Services, Inc.
    Hyannis, MA, 2012 - Present
  • A.G. Edwards & Sons, Inc./Wachovia Securities/Wells Fargo Advisors
    Hyannis, MA, 1980 - 2012
  • EF Hutton & Co., Inc.
    Hyannis, MA, 1975 - 1980

Education

  •  B.A. Finance, University of Miami, 1972


Registered States:
CA, CT, FL, MA, ME, NH, NM, NY, OH, OR, PA, RI, TX, VA, VT, WA


William R. Todd

Vice President - Wealth Management
508-362-1827
william.todd@ubs.com
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Professional Experience

  • UBS Financial Services Inc.
    Hyannis, MA, February 1986 - Present
  • E F Hutton & Co., Inc. - Assistant Vice President
    Hyannis, MA, May 1979 - February 1986

Education

  • M.B.A. Finance, University of Connecticut, 1979
  • B.S. Business Administration, University of Rhode Island, 1972


Registered States:
AZ, CA, CO, CT, FL, GA, HI, MA, MD, ME, MN, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, UT, VT, WA


Jonathan Todd

Professional Experience

  • UBS Financial Services Inc.
    Hyannis, MA, October 2010 - Present

Education

  • B.S. Business Administration, University of Vermont, 2006

 


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


Michelle R. Crane

Senior Client Service Associate
508-362-1848
michelle.crane@ubs.com

Professional Experience

  • UBS Financial Services
    Hyannis, MA , 2012 to present
  • A.G. Edwards & Sons, Inc./Wachovia Securities/Wells Fargo Advisors
    Hyannis, MA, 1987 - 2012

Education

  • A.A. Liberal Arts


Registered States:
AZ, CA, CT, FL, MA, ME, NH