Peter S. Humphrey - UBS Financial Services Inc.

Humphrey & Roccon Wealth Management, a branch of UBS Financial Services Inc., is dedicated to providing tailored financial strategies to high-net-worth individuals, families, and institutions. With over 45 years of combined experience, the team emphasizes a holistic approach to investment management, ensuring that each client's unique circumstances and goals are prioritized. The firm’s investment process is informed by decades of market experience, focusing on capital preservation and risk management while adapting to clients' evolving needs. Founding partners Peter Humphrey and Jeanne Roccon lead a knowledgeable team committed to fostering long-term relationships through quality client service and comprehensive financial advice. Generated from the website

José J. Rodriguez-Villalobos at UBS Financial Services Inc. in Boston, FL, specializes in providing tailored wealth management solutions for entrepreneurs, business owners, and affluent families. With over three decades of experience, the firm focuses on helping clients build, preserve, and transfer wealth while addressing the complexities of their financial lives. Offering a comprehensive range of services, including estate planning, tax management, and business transition planning, the team emphasizes personalized advice and transparency. By leveraging the extensive resources of UBS, they aim to create customized strategies that align with clients' unique goals and aspirations for future generations. Generated from the website