Maurice Tessier-UBS Financial Services Inc

Ralph Lemme - UBS Financial Services Inc. is a leading wealth management firm based in Albany, NY. With a focus on understanding their clients' financial goals, they provide personalized financial planning and investment advisory services. Their team of experienced professionals helps clients navigate their short-term needs while keeping their long-term objectives in mind, ensuring clarity and transparency in managing their money. As a part of UBS, a global leader in wealth management with a strong presence in 51 countries and $3.9 trillion in invested assets globally, Ralph Lemme - UBS Financial Services Inc. leverages their expertise and resources to deliver exceptional financial advice and craft tailored solutions for their clients. They are committed to excellence, guiding clients through various financial challenges and market opportunities, and helping them turn their financial vision into a reality.Generated from the website

Robert E. Lane, CPWA - UBS Financial Services Inc. is a highly credentialed team of financial advisors based in Albany, NY. With decades of experience, they offer insight-based advice and proactive service to help individuals, families, and businesses meet their financial goals. Their comprehensive approach includes financial planning, estate planning strategies, philanthropy, custom portfolios, asset allocation, and executive compensation. Robert E. Lane, CPWA, the Executive Director, has a wealth of experience in the financial industry, having started his advisory career in 1986. He joined UBS in 2008, attracted by the firm's reputation in wealth management and financial stability. With a focus on meaningful conversations about personal and financial goals, combined with a rigorous planning process, Robert and his team strive to improve financial outcomes for their clients and become valuable and experienced financial advisors for future generations.Generated from the website

The Quinn Wealth Management Group, led by Alissa Quinn, is a dedicated team of financial advisors based in Albany, NY. With over three decades of experience, Alissa offers intelligent investment counsel and develops customized financial programs tailored to individual goals and objectives. The group works with multigenerational families, couples, individuals, and businesses, providing fee-based financial planning and comprehensive wealth planning services. As a Senior Vice President of Wealth Management at UBS Financial Services Inc., Alissa Quinn prioritizes the best interests of her clients, earning their confidence and trust through integrity, prudence, and accessibility. Recognized as one of Forbes America's Top Women Wealth Advisors in 2021 and a Best-in-State Women Wealth Advisor in 2022 and 2023, Alissa's expertise and dedication make her a trusted financial advocate for a diverse range of clients. Her comprehensive advice covers areas such as financial planning, sustainable investing, retirement planning, business succession, and more.Generated from the website