Gregory Roth, Cfp®
About Gregory Roth, Cfp®
Gregory Roth, CFP®, serves as the Senior Vice President of Wealth Management at UBS Financial Services, Inc., where he has worked since 2014. Prior to this role, he spent seven years at Morgan Stanley in a similar position.
Work at UBS
Gregory Roth has been serving as Senior Vice President in Wealth Management at UBS Financial Services, Inc. since 2014. In this role, he focuses on providing financial advisory services to clients, helping them manage their wealth effectively. His tenure at UBS spans over ten years, during which he has developed strategies to enhance client portfolios and navigate market complexities.
Previous Experience at Morgan Stanley
Prior to joining UBS, Gregory Roth worked at Morgan Stanley as Senior Vice President from 2007 to 2014. During his seven years at Morgan Stanley, he gained extensive experience in wealth management and financial planning. His responsibilities included advising clients on investment strategies and financial goals, contributing to his expertise in the field.
Professional Title and Certification
Gregory Roth holds the title of Senior Vice President in Wealth Management, reflecting his seniority and expertise in the financial services industry. He is also a Certified Financial Planner (CFP®), indicating his commitment to professional standards and ethical practices in financial planning.