Garrick P. Montenegro, CFP - UBS Financial Services Inc.

Garrick P. Montenegro, CFP, is a Senior Vice President of Wealth Management at UBS Financial Services Inc., bringing over 25 years of experience in developing comprehensive financial plans tailored to clients' unique goals. His approach focuses on three key strategies: Liquidity for short-term cash flow, Longevity for long-term needs, and Legacy for future generations, ensuring a personalized financial planning experience.

Montenegro and his team assist a diverse clientele, including multigenerational families and corporate executives, in navigating the complexities of financial markets and investment strategies. Committed to making a difference in the community, he actively supports various organizations such as the MSS Society and the American Heart Association.

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