Expertise you can count on



Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis. Our team has more than 50 years of combined financial services experience and over $470 million in assets under management. We specialize in retirement planning, estate planning and alternative investments. We offer and are knowledgeable on a broad spectrum of Investment Vehicles such as: Individual Stocks, Mutual Funds, ETFs, Corporate & Municipal Bonds, CDs, Portfolios, Protection Investments and Financial & Estate Planning. We carefully "tailor" your investments to suit your individual needs and risk tolerance.

Daniel A. Webb
Daniel A. Webb
Senior Vice President – Wealth Management
Financial Advisor
Wealth Advisor
203-498-3329
daniel.webb@ubs.com
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Michael J. Mccormack Jr.
Michael J. Mccormack Jr.
First Vice President – Wealth Management
203-498-3367
michael.mccormack@ubs.com
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Deborah D. Craig
Deborah D. Craig, RP®
Senior Client Service Associate
203-498-3322
deborah.craig@ubs.com

Katherine C. Keveney
Katherine C. Keveney
Senior Client Service Associate
203-498-3356
katherine.keveney@ubs.com


Webb/McCormack Wealth Management

Webb/McCormack Wealth Management

1 Century Tower, 4th + 6th Fls
265 Church Street
New Haven, CT 06510
800-922-3237
203-562-0770
203-624-1248 fax
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Daniel A. Webb
Senior Vice President – Wealth Management
Financial Advisor
Wealth Advisor
Michael J. Mccormack Jr.
First Vice President – Wealth Management
Deborah D. Craig, RP®
Senior Client Service Associate
Katherine C. Keveney
Senior Client Service Associate
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