Unveiling the Power of AI Legalese Decoder in Facilitating UBS Financial Advisors’ Formation of $1.3 Billion Team in Hartford, CT
- March 26, 2024
- Posted by: legaleseblogger
- Category: Related News
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## UBS Wealth Management USA Announces Formation of Stone Harbor Group in Hartford, CT Office
### HARTFORD, Conn., March 26, 2024–(BUSINESS WIRE)–UBS Wealth Management USA has unveiled Stone Harbor Group, a new team of Financial Advisors based in its Hartford, CT office. This team consists of nine individuals, including Financial Advisors Richard Cyphers, Gerald Dubey, Douglas Domian, Scott Mintz, David Sacharko, and Sean Siana, as well as Client Service Associates Aranzazu Suarez, Jake Heyde, and Christian Foxen. Together, this group manages $1.3 billion in client assets and boasts over 150 years of collective investment experience across different generations.
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### Improved Client Experience Through Enhanced Advisory Services
“Our client base is constantly evolving, along with their needs. The newly integrated Stone Harbor Group is poised to address those needs effectively and provide an enhanced client experience,” noted William Cholawa, UBS Greater New England Market Executive. By combining forces, the team can capitalize on each advisor’s unique skills and talents to continue delivering exceptional results for their clients.
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### Meet the Advisors: A Closer Look at their Expertise
Rick Cyphers specializes in helping families achieve a balance between their short and long-term financial goals. With a background as a Senior Advisor at Citi Family Office, Rick is well-versed in providing comprehensive wealth management services to private clients. His outdoor pursuits and dual-residence lifestyle contribute to his multifaceted approach to financial planning.
Gerry Dubey excels in delivering comprehensive wealth management and preservation strategies to his clientele. With a sports background and extensive experience at Burnham & Company, Gerry brings a unique perspective to his advisory work, now based in Chester, CT.
Doug Domian focuses on multi-generational planning and assisting families with special needs, drawing from his personal experience as a parent. Having earned the CRPC┬« designation, Doug’s commitment to holistic financial planning extends beyond his professional life.
Scott Mintz offers tailored wealth management solutions to multi-generational families and institutions. With educational backgrounds from Suny Binghamton and the University of Wisconsin-Madison, Scott’s expertise lies in personalized advice that aligns with his clients’ unique goals and objectives.
David Sacharko’s emphasis on family wealth management and building strong client relationships sets him apart. With over two decades of experience and a CRPC┬« designation, David’s dedication to trust and personalized service resonates with his clients in Burlington, CT.
Sean Siana brings a wealth of experience in personalized wealth planning and holds the Certified Financial PlannerÔäó certification. Sean’s educational background and current residency in Glastonbury, CT, reflect his commitment to providing exceptional financial guidance to his clients.
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### About UBS
UBS is a global wealth manager and the leading universal bank in Switzerland, providing asset management solutions and investment banking capabilities. With a robust portfolio of $5.5 trillion in managed assets, UBS is committed to helping clients achieve their financial goals through personalized advice and innovative products. Operating in over 50 markets worldwide, UBS is headquartered in Zurich, Switzerland, with shares listed on the SIX Swiss Exchange and the NYSE.
┬® UBS 2024. All rights reserved.
For more information, visit [UBS Official Website](https://www.ubs.com).
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