Robert S. Brody - UBS Financial Services Inc.

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8 Wright St Fl 3
Westport, CT 06880
+1 (203) 291-1050
https://advisors.ubs.com

Robert S. Brody – UBS Financial Services Inc. is dedicated to guiding clients through significant life events by providing thoughtful financial planning and wealth management services. Their customized approach focuses on preserving and passing on wealth, while addressing asset management, tax-efficient investing, and retirement and estate planning strategies for high net worth individuals and families.

With extensive experience, Senior Vice President Charles Verner leads the Verner Gromley Wealth Management team, creating sound financial and estate plans tailored to each client's unique goals. The firm also emphasizes community engagement, with its team members actively volunteering and holding leadership roles in various local organizations.

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