Romeo is a Senior Vice President and Senior Portfolio Manager at UBS, specializing in retirement planning, portfolio management and implementation. Using a service-oriented, consultative approach, he works closely with you, helping you to articulate and prioritize your needs and aspirations for the future so that a realistic plan can be created to get you to your goals. Throughout his career, many of his clients have said that they rely on him to monitor their retirement strategy and goals and take the stress of portfolio management away so they can spend their time with family and friends and enjoy their true passions in life.
Romeo began his career in one of the greatest technology boom periods on record—and over the past two decades he has helped clients manage their wealth through good times and bad. He joined UBS in 2016 after spending his previous years with Morgan Stanley. He emphasizes asset allocation and total portfolio management with a focus on retirement income planning. He also advises on education funding, structuring for charitable giving, and estate planning.
After graduating from Wright State University with a Bachelor of Science in business with a major in financial services, he followed his lifelong ambition to begin a career in the financial services industry. Romeo is FINRA registered, holds the Series 7 and 63 securities licenses as well as licenses for life, health, long-term care insurance and variable annuities. In 2021, Forbes and SHOOK Research named him a Best-In-State Wealth Advisor for Ohio.
Romeo lives in New Albany with his wife, Kendra, and their two sons. He is an active alumni member with Wright State University, and in his spare time, he enjoys reading and playing competitive tennis.
Registered States:
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI