Richard Roccon
About Richard Roccon
Richard Roccon serves as a Wealth Strategy Associate at UBS Financial Services, Inc., where he has worked since 1986. Based in New London, Connecticut, he is registered to operate in nine states, including Arizona, California, and New York.
Work at UBS
Richard Roccon has served as a Wealth Strategy Associate at UBS Financial Services, Inc. since 1986. With a tenure of 38 years, he has developed extensive expertise in wealth management and financial strategy. His role involves providing clients with tailored financial solutions and strategies to meet their investment goals. Roccon's long-standing position at UBS reflects his commitment to the firm and its clients.
Professional Registration
Richard Roccon is registered to operate in nine states, including Arizona, California, and New York. This registration allows him to provide wealth management services to a diverse client base across multiple regions. His ability to operate in various states enhances his reach and effectiveness in serving clients with different financial needs.
Location and Network
Based in New London, Connecticut, Richard Roccon maintains a professional network that includes employees of UBS and its affiliates on LinkedIn. This network facilitates collaboration and knowledge sharing within the wealth management industry. Roccon's connections contribute to his professional development and enhance his ability to serve clients effectively.