Salamy Wealth Management - UBS Financial Services Inc., 55 William St, # 3, Wellesley Hills, MA 02481, US

Jonathan Moore is a Senior Vice President Wealth Management Financial Advisor at UBS Financial Services Inc. in Wellesley, MA. With over 17 years of experience in financial services, Jonathan is a Certified Financial Planner, fiduciary, and portfolio manager. He helps individuals and families navigate their financial futures by identifying planning gaps, avoiding missteps, and holding them accountable to their financial goals. Jonathan's expertise and dedication have earned him recognition, including being named one of Forbes America's Top Next-Gen Wealth Advisors. Prior to joining UBS Wealth Management, Jonathan worked for over a decade at Fidelity Investments in Boston, MA. He holds a degree in Social Behavioral Sciences from The University of Massachusetts, Amherst, and an MBA in Finance Management from Clark University in Worcester, MA. In addition to his professional achievements, Jonathan is actively involved in his community, serving as the Vice Chairman for the Finance Committee in the Town of Ashland, MA, and volunteering as a course facilitator for the Boston Bar Association's Ellen M. Carpenter Financial Literacy Program. In his free time, he enjoys golf, movies, and spending time with his family.Generated from the website

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