UBS Financial Services Inc. is a leading financial institution with a branch office located in Stamford, CT. They are dedicated to providing quality strategies customized to meet the needs of their clients, aiming to be their primary source of financial advice. With a team of experienced professionals, UBS focuses on developing long-term relationships through a commitment to quality client service.
The branch office is led by Erin McDonald, the Director Market Director, who emphasizes collaboration and strives to make a positive impact on clients' lives and the local community. Jim Miller, the Executive Director Associate Market Executive, supports and drives business growth for approximately 200 Financial Advisors in eight locations, overseeing more than 30 billion in assets. Together, they work towards creating an environment that fosters strong thinkers and game changers, making UBS a place where people want to work and do business every day.
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