Jack Greenberg - UBS Financial Services Inc.

Allen Belice, CEPA®, is a Senior Vice President at UBS Financial Services Inc. in Pittsburgh, PA, specializing in wealth management and institutional consulting. With over 30 years of experience, he is dedicated to guiding clients through significant life events and helping them preserve and pass on their wealth through thoughtful financial planning. Alongside his team, Allen focuses on portfolio review, retirement, estate, and insurance planning strategies, ensuring that solutions are tailored to each client's unique needs. He is also actively involved in the Pittsburgh community and has earned several professional designations, including Certified Exit Planning Advisor, to better assist clients in business transitions. Generated from the website

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

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