The Cotter Schena Group - UBS Financial Services Inc.

The Dietrich Sussman Group at UBS Financial Services Inc. in Boston, MA, is a comprehensive wealth management practice dedicated to addressing every aspect of a client's financial life. With a disciplined planning-based approach, the team aims to build long-term relationships while providing tailored financial strategies that align with their clients' goals. Led by experienced professionals including Senior Vice Presidents Fran Dietrich and Allen Sussman, the group brings a wealth of knowledge in financial planning, asset management, estate and succession planning, and risk management. The team is committed to delivering high-quality client service, ensuring that each client receives the attention and expertise they deserve in achieving their financial objectives. Generated from the website

Kevin Thurston, a Senior Vice President at UBS Financial Services Inc. in Boston, MA, offers nearly two decades of expertise in financial markets and economic policy. He specializes in advising privately-held business owners, providing tailored strategies for wealth preservation, estate planning, and pre-transaction guidance aimed at achieving clients' future financial goals. With a distinguished focus on clients with complex tax and investment profiles, Kevin collaborates closely with UBS's global resources, including investment banking capabilities. His extensive experience encompasses working with private equity principals and real estate developers, ensuring that clients receive comprehensive and strategic financial stewardship. Generated from the website

McLaughlin Wealth Management Partners, based in Boston, MA, offers personalized wealth management solutions tailored to the unique goals and values of families and individuals. Led by industry veterans Daniel M. McLaughlin and Catherine McLaughlin, the team emphasizes integrity, individualized attention, and a deep understanding of clients' financial priorities. With over 400 million in assets under management, the firm is recognized for its commitment to comprehensive financial planning and investment strategies. The team, which includes experienced financial advisors and client service associates, strives to create lasting relationships built on trust and effective communication. Generated from the website