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UBS hires five-person advisor team in Greenwich, CT

GREENWICH, Conn., September 21, 2023 UBS Wealth Management USA today announced that a five-person team, The Coutant Group, has joined the firm. The team is led by Financial Advisors Kevin Coutant and Keith Coutant, who bring nearly 50 years of combined industry experience. Together, they are responsible for managing $700 million in client assets for high-net-worth individuals and families.

United statesAsia pacificMara glasselKeith coutantErin mcdonaldKevin coutantWittenberg universitySenior wealth strategy associates meredith mitchell smithSwiss exchangeCoutant groupRoanoke collegeYork stock exchangeClient service associate henry hamiltonCollege for financial planning institutes corpManagement united statesFinancial advisors kevin coutant

UBS hires five-person advisor team in Greenwich, CT

UBS hires five-person advisor team in Greenwich, CT
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United statesKevin coutantAsia pacificKeith coutantMara glasselErin mcdonaldSenior wealth strategy associates meredith mitchell smithWittenberg universityRoanoke collegeSwiss exchangeClient service associate henry hamiltonCoutant groupCollege for financial planning institutes corpYork stock exchangeManagement united statesFinancial advisors kevin coutant

UBS hires five-person advisor team in Greenwich, CT

UBS hires five-person advisor team in Greenwich, CT
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United statesMara glasselKeith coutantAsia pacificErin mcdonaldKevin coutantCoutant groupSenior wealth strategy associates meredith mitchell smithCollege for financial planning institutes corpWittenberg universityYork stock exchangeClient service associate henry hamiltonRoanoke collegeSwiss exchangeManagement united statesFinancial advisors kevin coutant

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Retire SMART

Retire SMART Welcomes Brad Starken, Financial Advisor Retire SMART, an independent financial planning firm, is pleased to announce the addition of Brad Starken to its team of fiduciary advisors. Brad

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