The Conroy Group - UBS Financial Services Inc.
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The Conroy Group, a division of UBS Financial Services Inc. in New York, NY, is a team of experienced financial advisors dedicated to providing insight-based advice and customized strategies to help clients achieve their life goals. With over 30 years of investment management experience, Senior Vice President Christopher Conroy leads the team in offering comprehensive financial planning services to affluent families, business owners, and corporate executives, focusing on preservation of capital and consistent returns.
Supported by Senior Client Associate Daniel Franco, who specializes in retirement planning and portfolio construction, The Conroy Group aims to be the primary source of financial advice for their clients. They prioritize long-term relationships and quality client service, utilizing proprietary analysis, historical data, and UBS's objective research to create customized investment programs that meet or exceed client expectations and long-term goals.
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