Neil Klein-UBS Financial Services Inc
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Neil Klein at UBS Financial Services Inc. in Purchase, NY, is a Senior Vice President specializing in wealth management and financial planning. His customized approach focuses on guiding clients through major life events while preserving and passing on their wealth through thoughtful strategies that encompass all aspects of their financial lives.
Recognized as one of Forbes' Best in State Wealth Management Teams for 2025, Neil Klein combines his extensive experience with the UBS Wealth Way framework, which emphasizes liquidity, longevity, and legacy. This holistic approach helps clients navigate their financial goals and adapt to changing market conditions, ensuring a comprehensive strategy for wealth management.
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