Haley Rockwell - UBS Financial Services Inc.

Visit our office today located in Greenwich, CT. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Kenneth Mulreed, CFP - UBS Financial Services Inc. is a highly experienced financial services firm based in Greenwich, CT. With over 30 years of industry expertise, Kenneth Mulreed, a Certified Financial Planner, leads a dedicated team of professionals who provide comprehensive retirement planning services, emphasizing financial planning, asset allocation, and risk management. They also offer guidance on education, insurance, estate planning, mortgage financing, executive stock options, and securities-backed lending. As a multigenerational client-focused team, Kenneth Mulreed and his team at UBS have helped clients navigate various economic cycles, ensuring their wealth is effectively managed. Their commitment to personalized service and expertise has earned them recognition, including being named Forbes Best-in-State Wealth Advisors in 2023 and Forbes Best-in-State Wealth Management Teams in 2023 and 2024. Outside of work, Kenneth Mulreed is actively involved in youth sports and is a dedicated member of the community.Generated from the website

Lawrence Haertel, Managing Director at UBS Financial Services Inc., brings nearly 40 years of experience in offering customized investment advice and solutions to multigenerational families, individuals, trusts, and nonprofit organizations across the globe. His dedicated approach involves crafting personalized financial strategies that align with clients' unique goals, bolstered by a team that collectively holds 150 years of expertise in wealth management. A member of the prestigious UBS Chairman's Circle, Larry is recognized for his industry leadership and has received accolades including Barron's Top Financial Advisors and Forbes Best-in-State Wealth Management Teams. Residing in Greenwich for over 40 years, Larry is not only committed to his clients but also actively engages in his community as a board member and youth sports coach. Generated from the website