Marc Ciociola is a retirement plan consultant at UBS Financial Services Inc. He offers customized wealth management solutions by working closely with his clients to develop in-depth, comprehensive investment strategies. Marc is a recipient of the Chartered Retirement Plan Specialist designation (CRPS®) which is a professional designation awarded by the College for Financial Planning to individuals who specialize in creating, implementing and maintaining retirement plans, which has been Marc's primary area of expertise for the last 18 years. Marc is a graduate of the University of Massachusetts at Amherst, and lives in Killingworth, CT with his wife Lisa and their two children, Francesca and Marco.
AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, ME, NC, NJ, NY, RI, SC, TX, VA, VT, WV
James "Jim" Dorney is a Financial Advisor and Portfolio Manager at UBS Financial Services Inc. Jim started his career in 1997 at Smith Barney, where he worked for 12 years before joining UBS in 2009. Jim has attained the Chartered Retirement Plan Specialist designation (CRPS®), which allows him to provide tailored solutions to plan sponsors. He earned his Bachelor of Science degree in Finance, at Southern Connecticut State University. Furthermore, Jim has earned his series 7, 63, and 65 licenses. Jim lives in Milford, CT with his wife Elizabeth and daughter Lily.
Jim specializes in corporate retirement plans and pensions. He focuses on helping his clients get to their desired financial destination. He works with high net-worth families and corporate clients, developing personalized strategic solutions to address their complex needs and to simplify their financial lives. Throughout his clientele list, Jim has earned the trust of senior business executives, entrepreneurs, and affluent families.
AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, ME, NC, NJ, NY, PA, RI, SC, TX, VA, VT, WV
Janet, a Senior Registered Client Service Associate, joined UBS in 2009 with The EastRock Wealth Management Group. She comes to UBS in her 24th year of providing client service; beginning her career at Prudential-Bache in 1985 and moving to Smith Barney in 1998. Janet has an extensive base of knowledge across the financial services and is Series 7 and 63 licensed. Clients have come to rely on her experience and readily provided service. She has been active in her community - providing leadership in many roles to the Boy Scouts of America as well as to the Order of the Eastern Star, Inc.
Since 2012 Janet has served on the Board of Directors of Masonicare Inc. as a Trustee and is currently Treasurer of Masonicare Inc. She also serves as Chairman of the Board for Masonicare Inc. Home and Community Services.
CO, CT, FL, MA, NY, SC