Christopher Spellman - UBS Financial Services Inc.
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Anchor Wealth Management at UBS Financial Services Inc. is dedicated to building enduring client relationships by understanding individual priorities and financial goals. The experienced team of financial advisors, including Daniel H. White and Christopher K. Hicks, specializes in crafting tailored investment strategies and comprehensive wealth management solutions.
With a focus on both individual and corporate retirement planning, the team includes skilled advisors like Roger Feldman, who guides business owners through succession planning, and seasoned client associates like Bonita J. Rodriguez and Laura R. Michael, ensuring top-quality client service. Their commitment to financial education and personal care defines their holistic approach to wealth management.
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