Raymond Minicucci
About Raymond Minicucci
Raymond Minicucci serves as the Senior Vice President of Wealth Management and Financial Advisor at UBS, where he has worked since 2009. With a career in wealth management that began in 1984, he specializes in addressing the financial needs of affluent individuals, families, and businesses, as well as non-profits and retirement plans.
Work at UBS
Raymond Minicucci has been employed at UBS since 2009, where he holds the position of Senior Vice President in Wealth Management and serves as a Financial Advisor. In this role, he focuses on the wealth management needs of affluent individuals, families, and businesses. His responsibilities include acting as the primary liaison between clients and other professionals involved in their financial affairs. Minicucci has built a reputation for maintaining long-term relationships with clients, supporting them through various life events and career changes.
Experience at Wells Fargo Advisors
Prior to joining UBS, Raymond Minicucci worked at Wells Fargo Advisors from 2001 to 2009. He held the title of Senior Vice President - Investments and served as a Financial Advisor during his tenure. His experience at Wells Fargo Advisors contributed to his extensive knowledge in wealth management and investment strategies, particularly in addressing the financial needs of clients in Zurich, Switzerland.
Education and Expertise
Raymond Minicucci earned a Bachelor of Science degree in Management from Long Island University, Brooklyn Campus, where he studied from 1980 to 1984. His educational background has equipped him with the necessary skills to address the financial challenges faced by various entities, including non-profits, foundations, family offices, and company retirement plans. His academic foundation supports his extensive experience in the wealth management sector.
Background
Raymond Minicucci completed his high school education at Susan E. Wagner High School, attending from 1976 to 1980. He began his career in wealth management shortly after graduating from university in 1984. Over the years, he has developed a deep understanding of the financial landscape, enabling him to effectively serve the needs of affluent clients and organizations.
Client Relationship Management
Throughout his career, Raymond Minicucci has focused on building and maintaining long-term relationships with clients. He has supported clients through significant life events and career transitions, demonstrating a commitment to understanding their evolving financial needs. His role as a Financial Advisor involves not only managing investments but also providing personalized advice tailored to each client's unique circumstances.