Verified recordFinancial Services

Christopher M. Gramolini

Financial Advisor - Wealth Management at Ubs

Based in New York, United States

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Seniority

Staff

Department

Finance & Accounting

Location

New York

Industry

Financial Services

Company size

118K

Contact information

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Email

1 credit

c•••••••@ubs.com

Phone

5 credits

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Background

About Christopher M. Gramolini

As a Financial Advisor at UBS Wealth Management, I work with institutional clients, corporate executives, business owners, entrepreneurs, and other high-net-worth individuals / families. With over 15 years of industry experience, I take great pride in the financial planning process and helping clients accomplish their life goals. After spending six years with Wedbush Securities and E*Trade, I joined UBS in 2013. With a strong awareness and understanding of the robust resources of the firm, I help my clients identify / prioritize their objectives, and develop a financial plan to achieve them. I have completed the rigorous certification processes and achieved the designations of CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst® and Certified Exit Planning Advisor®. As a CFP®, CIMA® and CEPA®, I possess profound knowledge and expertise in investment and risk management, income maximization strategies, insurance planning and wealth transfer strategies. I am FINRA-registered and hold the Series 7 and 66 securities designations, as well as licenses for life insurance, health insurance and variable annuities. I received a Bachelor’s degree in Finance from Purdue University where I graduated with summa cum laude honors. I was born and raised in White Plains, NY, and currently reside with my wife and two daughters in Cranford, NJ. I am an avid Yankees and Giants fan who enjoys traveling, staying active and quality time with family and friends. Please contact me for a no-cost consultation at christopher.gramolini@ubs.com or are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

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