Allen Belice, CEPA® - UBS Financial Services Inc.

James Rimmel - UBS Financial Services Inc. is a reputable wealth management firm based in Pittsburgh, PA. Led by James Rimmel, a highly experienced Managing Director, the firm specializes in providing personalized financial planning and wealth management services to high net worth individuals, business owners, and retirement plans. With a strong focus on asset allocation strategies and complex financial planning, James Rimmel and his team guide clients through major life events, helping them preserve and pass on their wealth. James Rimmel, who joined UBS in 1997, holds several securities licenses and an insurance license. He has received numerous accolades and recognition for his expertise, including being named among Barron's Top 1,000 and Top 1,200 Financial Advisors. In addition to his professional achievements, James Rimmel is actively involved in the local community, serving on the board of the Pittsburgh Symphony and previously on the boards of other organizations. He resides in Mount Lebanon with his family and enjoys traveling and playing golf in his leisure time.Generated from the website

Allen Belice, CEPA®, is a Senior Vice President in Wealth Management at UBS Financial Services Inc. in Pittsburgh, PA, bringing over 22 years of experience in the financial services industry, particularly in serving the wealth management needs of individual investors, business owners, and retirees. With a focus on financial and retirement planning, Belice aims to provide clients with the highest level of service, leveraging his educational background in Economics and Business from the University of Pittsburgh. He is committed to understanding clients' priorities and concerns to help them confidently pursue their life goals through a comprehensive approach that incorporates liquidity, longevity, and legacy strategies. Generated from the website

Jack Greenberg - UBS Financial Services Inc. is a wealth management firm based in Pittsburgh, PA. They provide personalized financial planning and wealth management services to help clients navigate major life events and preserve and pass on their wealth. With a focus on thoughtful financial planning and a comprehensive approach to managing all aspects of their clients' financial lives, they aim to make a real impact in the lives of their clients. Jack Greenberg, Vice President of Wealth Management, joined Walnut Wealth Management Group in 2013 after working for Morgan Stanley Wealth Management. With a background in political science and extensive experience in the financial industry, Jack is responsible for developing in-depth financial plans and wealth management strategies for individual clients. He is dedicated to finding creative solutions to complex financial issues and adheres to a professional Code of Ethics, ensuring that he stays up-to-date with current planning strategies and financial trends through annual continuing education requirements.Generated from the website