Stuart Mcleod

Stuart Mcleod Email and Phone Number

Senior Vice President- Wealth Management @ UBS Financial Services, Inc.
Boston, MA, US
Stuart Mcleod's Location
Boston, Massachusetts, United States, United States
Stuart Mcleod's Contact Details

Stuart Mcleod work email

Stuart Mcleod personal email

n/a

Stuart Mcleod phone numbers

About Stuart Mcleod

/*********/**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.**

Stuart Mcleod's Current Company Details
UBS Financial Services, Inc.

Ubs Financial Services, Inc.

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Senior Vice President- Wealth Management
Boston, MA, US
Stuart Mcleod Work Experience Details
  • Ubs Financial Services, Inc.
    Senior Vice President- Wealth Management
    Ubs Financial Services, Inc.
    Boston, Ma, Us
  • Alzheimer'S Association®
    Board Of Directors - Massachusetts/New Hampshire Chapter
    Alzheimer'S Association®
    Massachusetts, United States
    View
  • Ubs Financial Services, Inc.
    Senior Vice President- Wealth Management
    Ubs Financial Services, Inc. 1991 - Present
    Boston, Ma
    I joined UBS (formally Kidder Peabody, PaineWebber) in 1991 to serve the needs of high net worth clients and formed the Little, McLeod, Valentine Wealth Management Group. With a clear focus on holistic wealth management, my team is a partnership of like-minded advisors and client service associates who share a commitment to quality advise, council and exceptional service. My partner, Camille Valentine, and I have been together for nearly 30 years and are committed to the strategic planning and wealth management needs of our multi-generational clientele. I have worked with business owners and entrepreneurs through out my career to assist them strategically with pre-sale planning, liquidity events, goal planning and wealth management.

Stuart Mcleod Education Details

  • Clark University
    Clark University
    B.A.

Frequently Asked Questions about Stuart Mcleod

What company does Stuart Mcleod work for?

Stuart Mcleod works for Ubs Financial Services, Inc.

What is Stuart Mcleod's role at the current company?

Stuart Mcleod's current role is Senior Vice President- Wealth Management.

What is Stuart Mcleod's email address?

Stuart Mcleod's email address is st****@****ubs.com

What is Stuart Mcleod's direct phone number?

Stuart Mcleod's direct phone number is +161726*****

What schools did Stuart Mcleod attend?

Stuart Mcleod attended Clark University.

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