Thomas Pelino, CFA, CRPS is a First Vice President of Wealth Management at UBS Financial Services Inc. in Carmel, CA. With over 160 years of experience, UBS is a global leader in wealth management, offering investment advisory and brokerage services to clients. They strive to understand their clients' values and goals in order to create lasting legacies that go beyond finances. UBS is known for its strength and resilience in guiding clients through various financial challenges and market opportunities.
UBS Financial Services Inc. has a global footprint, operating in 51 countries and managing $3.9 trillion in invested assets globally as of December 31, 2022. They provide insights and expertise to help clients navigate the ever-changing economic and political landscape. UBS is committed to building plans, maintaining balance, and staying disciplined yet agile in order to help clients achieve their financial goals. With a team of experienced professionals, UBS offers a wide range of products and services tailored to meet the unique needs of each client.
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