Daniel Pessy - UBS Financial Services Inc.

The Nepa/Susco Team at UBS Financial Services Inc. in Pittsburgh, PA, specializes in providing customized wealth management strategies to affluent individuals, families, and businesses. With a focus on building long-term relationships, they emphasize understanding clients' goals, liquidity needs, longevity planning, and legacy considerations. Led by experienced financial advisors Raymond Nepa and Jennifer Susco, the team is dedicated to delivering high-quality service in investments, risk management, estate planning, and tax-advantaged investing. Their commitment to client service is reflected in their numerous industry recognitions, including multiple Forbes ratings for excellence in wealth management. Generated from the website

The Rimmel Mehaffey Pessy Wealth Consulting Group, part of UBS Financial Services Inc. in Pittsburgh, PA, specializes in providing tailored wealth management solutions for high-net-worth individuals and business owners. Their structured approach combines disciplined processes, customized investment strategies, and comprehensive financial planning to help clients achieve their financial goals. With a team of experienced financial advisors, including Managing Director James Rimmel and Senior Vice President Daniel Pessy, the group emphasizes building lasting relationships through understanding clients' priorities and concerns. Their expertise encompasses wealth accumulation, preservation, retirement planning, and asset allocation, ensuring a holistic approach to wealth management. Generated from the website

Visit our office today located in Pittsburgh, PA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.