Rocco Pietropaolo Ubs Financial Services
About Rocco Pietropaolo Ubs Financial Services
Rocco Pietropaolo serves as Senior Vice President of Wealth Management at UBS Financial Services, where he has worked since 2011. With over three decades of experience in the financial sector, he previously held similar roles at Morgan Stanley Smith Barney for 19 years and is based in Canandaigua, New York.
Current Role at UBS Financial Services
Rocco Pietropaolo serves as Senior Vice President in Wealth Management at UBS Financial Services. He has held this position since 2011, contributing to the firm's operations from the office located at 400 Linden Oaks, Rochester, NY. His role involves providing financial advisory services and managing client portfolios, leveraging his extensive experience in the financial sector.
Previous Experience at Morgan Stanley Smith Barney
Prior to joining UBS, Rocco Pietropaolo worked at Morgan Stanley Smith Barney for a total of 19 years. He held the title of Senior Vice President during two separate tenures: first from 1992 to 2002 for 10 years, and then from 2002 to 2011 for an additional 9 years. His extensive experience at Morgan Stanley contributed to his expertise in wealth management.
Education and Expertise in Finance
Rocco Pietropaolo earned a Bachelor's degree in Finance from the State University of New York at Buffalo. This educational background laid the foundation for his career in financial services and wealth management, equipping him with the necessary skills to navigate complex financial landscapes.
Professional Licensing and Geographic Reach
Rocco Pietropaolo is licensed to operate in multiple states, including Arizona, Connecticut, Florida, Georgia, Illinois, North Carolina, New York, Ohio, South Carolina, Texas, Virginia, and Vermont. This broad licensing allows him to serve a diverse clientele across various regions, enhancing his ability to provide tailored financial solutions.
Background in Wealth Management
With a career spanning over three decades, Rocco Pietropaolo has established a long-standing presence in the wealth management industry. His extensive experience encompasses various aspects of financial advisory services, positioning him as a knowledgeable resource in the field.