Steven Smith - UBS Financial Services Inc.

Little McLeod Valentine Wealth Management Group, a part of UBS Financial Services Inc. in Boston, MA, specializes in providing tailored wealth management solutions for families and individuals. With a focus on understanding client priorities and delivering personalized financial plans, the team has established a strong reputation for integrity and individualized attention, currently managing assets exceeding $400 million. The group is led by seasoned professionals, including Daniel M. McLaughlin, CFP, and Catherine McLaughlin, CFP, each bringing extensive experience and specialized knowledge to their client relationships. Supported by a dedicated team, they strive to empower clients in confidently pursuing their life goals through comprehensive financial guidance and investment strategies. Generated from the website

The Seidman and Bevis Group at UBS Financial Services Inc. in Boston, MA, specializes in Private Wealth Management, offering tailored financial strategies to preserve and grow clients' wealth across generations. With a commitment to personalized service and extensive industry experience, the team focuses on developing long-term relationships and addressing complex wealth challenges for affluent families and individuals. Led by Managing Directors Jeremy Seidman and Andrea Bevis, the group combines their expertise in investment strategies, estate planning, and philanthropic solutions to create comprehensive financial plans. Both advisors are recognized for their contributions to the industry, with a strong emphasis on understanding clients' unique needs and goals. Generated from the website

Visit our office today located in Boston, MA. 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.