William Greco is a Managing Director at UBS and founder of The Greco Wealth Management  Group, a team of seven Financial Advisors who together manage over $4 billion in assets. William has over 30 years at the firm and was one of the early pioneers in developing cashless exercise programs for corporations.

The team specializes in advising Fortune 500 Companies on managing Equity Compensation plans. Their practice is also dedicated to helping corporate executives integrate their equity compensation into a comprehensive financial plan. In the process, Bill and his team have built a substantial wealth management business. They are nationally recognized for their industry knowledge and commitment to client satisfaction.

William Greco has been recognized by Barron’s as one of the Top 100 Financial Advisors in the US each year from 2006-2020. He is a Pinnacle Club Member at UBS. Bill earned his B.S. from Babson College in 1985, majoring in Finance, Investments and Quantitative methods. He is married and has three children. He is also a private pilot.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Marty has been serving clients at UBS since 1992. As First Vice President, he has been able to work collaboratively within the Greco Wealth Management Group to develop and select investment portfolios to achieve client objectives. Before Marty's 25 years at UBS, he advised at E.F. Hutton and Smith Barney for 6 years.

Marty attended Colgate University as an undergraduate, receiving his Bachelor of Arts in 1977. As a sports enthusiast, he played basketball and club rugby at his University. He enjoys watching athletics, as well as taking on physical pursuits such as running and golfing. He resides in Glastonbury, Connecticut and has four children.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Bob began his career in one of the equity market’s most tumultuous months on record—and over the past 28 years he has helped clients manage their wealth through good times and bad. Bob joined UBS in 2008, having spent his previous 22 years with Smith Barney.

Bob's role with is clients is most often that of a financial counselor, offering guidance and advice around the issues that are most critical to achieving their family financial goals. By careful analysis of a client's personal financial circumstances, benefit plans offered by their employer, and changing economic conditions, Bob can develop fully customized financial paths to those goals. He ensures that those goals, and the plans used to reach them, stay relevant and effective by diligently staying current on tax laws, corporate benefits, and economic and market environments.

Bob has a bachelor's degree in Economics and English Literature from the University at Albany (Magna Cum Laude), and he has also received the Certified Private Wealth Advisor designation from the University of Chicago. He and his wife, Patty, live with their four children in Bethlehem, NY.

Registered States:
AZ, CA, CT, DC, FL, IL, KY, MA, MI, NC, NJ, NV, NY, OH, PA, RI, TN, TX, VT, WA

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

As the daughter of the team's leader, Bill Greco, you could say that wealth management is in Kate's blood. Observing her father's passion and enjoyment for his work over the course of her life is what initially sparked Kate's interest in the world of finance. Ultimately what solidified Kate's decision to join her father's team was her engagement in the investments class she completed her senior year at Babson College. Kate graduated magna cum laude from Babson College in 2013, where she completed her concentration in Finance and Economics.

After officially joining Greco Wealth Management in 2013, Kate has channeled her problem-solving skillset and knowledge of financial markets to help her clients alleviate concerns over the many moving parts of their financial pictures. Her detail-oriented nature allows her to help clients organize and understand the complexities of their financial lives and uncover opportunities that will strengthen a client's ability to achieve their long-term goals and protect their families. As a Corporate Stock Benefit Consultant, Kate has had the unique opportunity to develop a high level understanding of the complexities executives face when they are granted equity awards. This depth of knowledge allows her to help her clients maximize the value of their equity compensation through the management of concentrated position risk, development of disciplined sale plans, and deployment of tax minimization strategies.

Most recently, Kate has been recognized as one of Forbes' Next-Gen Best-In-State Wealth Advisors in 2019.

While Kate commits herself to helping families achieve and maintain financial wellness, Kate also has a strong personal commitment to physical wellness. Outside of the office, Kate enjoys a diversified portfolio of physical fitness such as hiking and barre classes, and she also enjoys developing healthy recipes to cook for family and friends. Kate also enjoys spending her time travelling the world to feed her curiosity towards culture, food, and natural beauty.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

RJ works closely with Executives, Affluent Individuals, Business Owners and their families on developing financial strategies geared to meet their near-term and long-term financial goals and objectives. RJ finds building long-term relationships with clients the most rewarding aspect of his job. He provides proactive communication and functions as a liaison between clients and the vast financial advisory resources the team can access.

RJ graduated from Syracuse University, where he was Captain and four-year letterman for the football team. RJ currently resides in Wethersfield with his wife Jamie, and their children Carter and Harper.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Jane began her career in 2004 and has since helped her clients manage their wealth through some of the most tumultuous periods of the financial markets. She joined UBS in 2013 after 5 years with Bank of America/Merrill Lynch and prior tenures at Morgan Stanley and Wells Fargo.

Her practice emphasizes comprehensive Wealth Management with a particular focus on financial planning: retirement and estate planning, education funding, corporate benefits and equity compensation planning, and the like.

Jane is FINRA registered and holds her Series 7 and 66 securities licenses, life/accident/health and variable annuity license, and is a Corporate Stock Benefit Consultant. She is also a CERTIFIED FINANCIAL PLANNER™ and holds the Accredited Wealth Management Advisor designation - both of which provide her with the ability to help her clients achieve their goals and objectives while ensuring confidence in each unique financial decision. Jane takes pride in providing clients with financial education and guidance.

Jane holds a bachelor's degree in History from Dickinson College. She has 3 children and happily resides, where she was raised, in West Hartford, CT.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Dante's passion for learning the intricacies of economics and finance opened the doors to an internship at UBS and he has continued to serve the firm since 2010. Now as a Corporate Stock Benefit Consultant with the Greco Group, Dante's clients appreciate his work ethic, commitment, knowledge and attention to detail in the financial planning process.

Dante was born in Hartford and raised in Wethersfield, CT. He attended Trinity College where he graduated Cum Laude, with Honors. Dante also completed a Master of Business Administration (MBA), with Honors, from Pepperdine University - Graziadio Business School. Dante holds Series 7 and Series 66 Securities Licenses, Life, Accident, and Health Insurance licenses, and a Massachusetts Mortgage Loan Originator License NMLS ID: 1897597. He has also attained the CERTIFIED FINANCIAL PLANNER™ designation.

Outside of the office, Dante is a Board Member of the Cesare Barbieri Endowment for Italian Culture and a Board Member of the Trinity Club of Hartford. He is also an avid golfer, having served as a Captain of the Trinity team that included a NESCAC Championship and he is also a personal runner-up Connecticut State Champion.

Dante currently resides in Downtown Hartford with his wife Kelly, where he is active in the local community, including volunteer work with Community Housing Advocates, formerly Mercy Housing and Shelter Corporation. Dante's overriding goal as a Financial Advisor is to serve his clients with utmost integrity, service, and professional judgment.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Lucas joined Greco Wealth Management as a Financial Advisor in March 2019.   He specializes in financial planning, providing clarity and structure to each client's lifetime financial journey.

Lucas is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the Series 7 and 66 securities licenses.  Prior to joining UBS in 2015, Lucas was a practicing attorney at a large New England law firm. He holds a JD from the University of Michigan Law School, and a B.S. from Pacific Lutheran University.

Lucas is active with  the Estate and Business Planning Council of Hartford where he sits on the Membership Committee.  Lucas is also a member of the Connecticut World Affairs Council and serves on the Professional Advisory Council of the Hartford Foundation for Public Giving.  

A lifelong student, Lucas keeps a book tucked away in his well-worn travel bag.  When local Lucas can periodically be found at the Golf Club of Avon re-discovering the frustrations of golf or warming up on the winter paddle courts. 

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Cathy joined UBS Financial Services over 14 years ago with the primary goal of supporting Bill Greco and the growth of the Greco Wealth Management Group.  A skilled multitasker, Cathy strives to earn the trust of clients while providing efficient, concierge service. She resides in Sturbridge, MA and enjoys spending time with her husband and 2 daughters. Cathy holds a master's degree in public relations from the University of Hartford.

Justin joined UBS in September 2001 after spending a short period of time working as Accounts Payable Manager at Rehabilitation Equipment, Crystal Report Developer at Spear Technologies then Software Support at Tickets.com. Justin devoted his time and effort offering valuable assistance, using his expertise in Excel, MS Access, SQL and Customer Report Development.

He earned his Bachelor of Science degree from Salem University in Salem, MA, majoring in Criminal Justice and a Minor in Management Information Systems. His deep interest in Information Technology urged him to further pursue his Master degree in Management Information Systems at Rensselaer Polytechnic Institute in Hartford, CT in 1999. Outside of class, Justin spent time playing Hockey, Baseball and practicing Jujitsu.

Justin is now living in Wethersfield, CT with his wife Lucinda, their 11 year-old son, Jake and 8 year-old daughter, Brooke. The family also has a pet Betta Fish. In his free time, Justin coaches youth hockey for Central Connecticut Capitals. In addition, he enjoys fishing, boating, hiking and weight training.

Upon graduation from the University of Connecticut in 2013, Stacey immediately put her communications degree to work and joined the Greco Team. Her primary focus is supporting Marty Kearns and Dante Ambrogio. She enjoys easing the lives of clients and providing exemplary service. In 2019, her role has shifted to focus on the team marketing and social media. Away from the office, Stacey enjoys the beach, traveling and spending time with her family and friends. She resides in Glastonbury with her fiance Marc, and dog Charlotte.

Lindsay started her career in the financial services industry in 2008. With over a decade of experience, she brings personalized service and client commitment to the Greco Wealth Management Group. Her primary focus will be supporting Kate Greco and her clients as they pursue their personal and financial goals.

She graduated from the University of Connecticut in 2007 with a Bachelors in Business Management. She has earned her Series 7, 66, Insurance Life & Health, and Chartered Retirement Planning Counselor designation.

She currently lives in Simsbury with her children, Liana, Stella and Greyson along with their dog, Luke. When she's not at work, she spends most of her free time with her family enjoying the outdoors.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Tawana began her career at UBS in June of 2008 where she worked in the operations department running numerous administrative and operational processes. Tawana has extensive knowledge of all operational aspects of the client experience and she has held various roles within the firm, including Branch Technology Liaison and Client Service Associate Coach. Tawana holds her series 7 and 66 securities licenses.

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.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY