781-982-3614. 781-982-3601. Russ holds Series 3, 7, 9, 10, 15, 63 and 65 securities licenses, as well as life and health insurance licenses for all states in which he conducts business. Bob and his wife Lynn enjoy traveling and are active in supporting the Hospice of South Shore. CERTIFIED FINANCIAL PLANNER™ Dan also earned his B.S. Prior to joining UBS in 2013, Dan was a Portfolio Manager at Athena Capital Advisors, where he served clients with at least $100 million in investment assets. Registered States: Chrissy, it's been a year since you left us, but my memories of you and love for you have not diminished. No matter what, when you were visiting... your butt was at the pool. I have a picture of you nose to nose with the baby raccoon (from your trip with Roz to Martha's Vineyards - or Nantucket?). Prior to joining UBS Financial Services in 2008, Bob was a Senior Vice President at Smith Barney for nearly two decades. 2. [11] He earned a master's degree in accounting and a master's degree in finance, both from Bentley College Graduate School, as well as a B.A. You'll blame a new love for things an old one did. I know you are looking out for me, thanks for the new friend. She has a BA with High Honors in psychology from Northeastern University and did graduate work in psychology at the University of Connecticut. He provides holistic wealth management to his clients with a thoughtful, thorough and comprehensive approach. Dan and his wife, Faith, live in Boston, Massachusetts. He also has his Series 7, 63, and 65 licenses and his Health and Life Insurance certification in the state of Pennsylvania. Diane is quick to volunteer and help those in need. There is so much I want to share and I have so much in my heart that my mind just can't catch up with the beats. He is one of the few advisors at UBS who has earned the designation of Certified Exit Planning Advisor. I close my eyes and your smile is there. As a team, we leverage our disciplined approach, experience and tenure to help make a real impact on our client' lives. Tim attracts a wide range of clients who seek an experienced and caring advisor to be their financial advocate – from corporate executives to business owners to successful retirees and their families. She is an active member in her church and has recently completed a three-year co-chair term on the Board of Deacons. Quite the opposite of Riley (she would have kicked his xxx). Senior Portfolio ManagerChartered Financial Analyst® Miss you. Love you Chrissy. I love you O' Handsome One ! If I would be sad. CT, MA, NH, PA, Senior Vice President - Wealth Management

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