Knowledge Powered by experience

Tony began his career in financial services with UBS (formerly PaineWebber) in 1996. He has earned extensive professional recognition for his achievements over the past 20 years. Tony attributes much of his success to offering his clients a combination of trust, expertise and a comprehensive understanding of their needs.

In addition to being one of a select group of UBS Wealth Advisors, he has completed intensive training and testing to be recognized as a CERTIFIED FINANCIAL PLANNER™ professional.  Tony is one of an exclusive group of approved Senior Retirement Plan Consultants in the UBS DC Advisory Program, and he is a Senior Portfolio Manager within the firm's Portfolio Management Program. He is also a member of the UBS Director's Council, distinguishing him as one of the firm's leading Financial Advisors. 

In 2013, Tony was named to UBS's exclusive Top 35 Under 35 Program. The program is designed to promote financial advisor best practices at UBS Wealth Management Americas and formally recognize each Advisor's demonstrated outstanding success in client service.

A graduate of American International College, he holds a degree in Business Management.  Tony lives with his wife, Amy, and two daughters, Alison and Lauren, in South Hadley, Massachusetts.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President-Wealth Management

Springfield, MA

September 1996 - Present

Accomplishments

  • Senior Retirement Plan Consultant in the UBS Retirement Plan Consulting Program
  • UBS Wealth Advisor
  • Member of the UBS Director's Recognition Council
  • Named to the 2013 UBS Top 35 Under 35 Program

Education

  • Bachelors Degree, Business Management, American International College, Springfield, MA
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Completed the Essentials of Investment Consulting Certificate Program from the Investment Management Consultants Association (IMCA)

Licenses

  • Series 31, Managed Futures Representative
  • Series 66, Investment Advisor Representative & Uniform Securities State Agent
  • Fixed and Variable Life, Health, Long-Term Care Insurance and Annuities Licensed: CT, MA
  • Series 7, General Securities Representative

Personal & Community

  • Member of the CFP Board Of Standards

Registered States:

AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT