Joseph Condon

About Joseph Condon

By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.**I have spent my entire career partnering with families to help them achieve financial success. My philosophy has always been to simplify the financial lives of clients while providing the most sophisticated and comprehensive strategies. With over 15 years as a CFP® Professional, I have expertise in a broad range of topics, including planning for business exits, investment strategy, advanced wealth transfer, tax optimization, risk mitigation, executive compensation and philanthropic planning. Prior to joining UBS, I served as the Director of Financial Planning at an independent firm where I oversaw the day to day operation of the Financial Planning team as well as working with individual clients on their overall financial strategy.**Registered 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 for the full disclosure.**

Experience

1. Senior Vice President Wealth Management

   瑞银集团

   Feb 2020 — Present

Education

• Isenberg School of Management, UMass Amherst

  Bachelors, Finance and Operations Management

  2000 — 2002

Skills

• Finance
• Series 7
• Investments
• Uniform Combined State Law
• Certified Financial Planner
• Asset Management
• Estate Planning
• Strategic Financial Planning
• Philanthropy
• Wealth Management
• Asset Allocation
• Series 63
• Investment Advisory
• Retirement Planning
• Finra