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Peter Staunton, Cfa, Cfp® Email & Phone Number

Financial Advisor at UBS Financial Services Inc.
Location: United States, United States, United States 3 work roles 2 schools
2 work emails found @ubs.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email p****@ubs.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Advisor
Location
United States, United States, United States
Company size

Who is Peter Staunton, Cfa, Cfp®? Overview

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Quick answer

Peter Staunton, Cfa, Cfp® is listed as Financial Advisor at UBS Financial Services Inc., a company with 28 employees, based in United States, United States, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Peter Staunton, Cfa, Cfp®.

Peter Staunton, Cfa, Cfp® previously worked as Financial Advisor at Morgan Stanley. Peter Staunton, Cfa, Cfp® holds Bs, Management: Finance And Mis from Rensselaer Polytechnic Institute - The Lally School Of Management And Technology.

Company email context

Email format at UBS Financial Services Inc.

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*@ubs.com
71% confidence

AeroLeads found 2 current-domain work email signals for Peter Staunton, Cfa, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Peter Staunton, Cfa, Cfp®

Senior Vice President - Wealth Management, Corporate Stock Benefit Consultant, and Portfolio Manager with UBS Financial Services, Inc. I joined The Callanan Group in 2004 where I have grown my wealth management practice through serving the financial needs of corporate executives and their families. My process is based on time tested principals of wealth planning, investment selection, risk management, and the protection of my clients' wealth for their future heirs. **These are the comments of this Financial Advisor 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 http://www.ubs.com/fas-legal for the full disclosure.**/*********/**These 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 http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Retirement Planning, Employee Stock Option Planning, Wealth Management, Strategic Financial Planning, and 4 others.

Current workplace

Peter Staunton, Cfa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

UBS Financial Services Inc.
Ubs Financial Services Inc.
Financial Advisor
United States
Employees
28
AeroLeads page
3 roles

Peter Staunton, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

2 education records

Peter Staunton, Cfa, Cfp® education

Education record

Hingham High School
FAQ

Frequently asked questions about Peter Staunton, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Peter Staunton, Cfa, Cfp® work for?

Peter Staunton, Cfa, Cfp® works for UBS Financial Services Inc..

What is Peter Staunton, Cfa, Cfp®'s role at UBS Financial Services Inc.?

Peter Staunton, Cfa, Cfp® is listed as Financial Advisor at UBS Financial Services Inc..

What is Peter Staunton, Cfa, Cfp®'s email address?

AeroLeads has found 2 work email signals at @ubs.com for Peter Staunton, Cfa, Cfp® at UBS Financial Services Inc..

Where is Peter Staunton, Cfa, Cfp® based?

Peter Staunton, Cfa, Cfp® is based in United States, United States, United States while working with UBS Financial Services Inc..

What companies has Peter Staunton, Cfa, Cfp® worked for?

Peter Staunton, Cfa, Cfp® has worked for Ubs Financial Services Inc. and Morgan Stanley.

Who are Peter Staunton, Cfa, Cfp®'s colleagues at UBS Financial Services Inc.?

Peter Staunton, Cfa, Cfp®'s colleagues at UBS Financial Services Inc. include Ethan Harro and Flloyd Rewa.

How can I contact Peter Staunton, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Peter Staunton, Cfa, Cfp® at UBS Financial Services Inc., including work email, phone, and LinkedIn data when available.

What schools did Peter Staunton, Cfa, Cfp® attend?

Peter Staunton, Cfa, Cfp® holds Bs, Management: Finance And Mis from Rensselaer Polytechnic Institute - The Lally School Of Management And Technology.

What skills is Peter Staunton, Cfa, Cfp® known for?

Peter Staunton, Cfa, Cfp® is listed with skills including Retirement Planning, Employee Stock Option Planning, Wealth Management, Strategic Financial Planning, Risk Management, Equity Compensation Planning, Portfolio Management, and Financial Analysis.

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