Peter Laird - UBS Financial Services Inc., 1 Post Office Sq, # 33, Boston, MA 02109, US

Greer-Rodriguez Advisors is a team of dedicated Financial Advisors based in Boston, MA, committed to providing quality strategies customized to clients' needs. With over 40 years of investment experience, their Senior Vice President, Gordon Greer, combines fundamental strength with technical research to enhance portfolio outcomes. Jose Rodriguez-Villalobos, also a Senior Vice President, specializes in serving the wealth management needs of high net worth individuals and offers customized solutions for allocation, preservation, and estate planning. Together, the team at Greer-Rodriguez Advisors aims to help clients organize their finances, meet their challenges, and seize opportunities in today's complex markets. They prioritize long-term relationships and quality client service, utilizing the extensive research capabilities of UBS to provide tailored financial advice. With a focus on capital preservation and tax-efficient solutions, Greer-Rodriguez Advisors is dedicated to helping clients achieve their short-term needs and longer-term goals.Generated from the website

Greer-Rodriguez Advisors - UBS Financial Services Inc.

David C. Grosek - UBS Financial Services Inc.

Liberty Boston Group - UBS Financial Services Inc.

Peter Staunton, CFA, CFP - UBS Financial Services Inc.