Richard has been a Financial Advisor and has provided investment advice since 1983. A graduate of Binghamton University with a B.A. in psychology, he has also completed several advanced wealth management consulting programs at The Wharton School of Business, The New York University Stern School of Business, The Chicago Graduate School of Business and The Morgan Stanley Wealth Advisor Program. A senior member of The Greenspan Wealth Management Group at UBS, Richard primarily focuses on the team’s Asset Allocation/Portfolio Design Process, Financial Planning Initiatives, and the Tax Exempt/Taxable Investment Advisory Strategies. An active fundraiser for Autism Speaks, he currently resides in Westport, CT with his wife Barbara. Their two children are currently attending college.

Registered States:
AZ, CA, CO, CT, DE, FL, IL, IN, KY, MA, MD, MI, MN, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT

Raymond joined The Greenspan Group in June 2018 as a Financial Advisor. He brings a wealth of experience in equity markets to the team and focuses primarily on business development. As a Chartered Retirement Planning Counselor ™ (CRPC ®), Raymond helps entrepreneurs, professional athletes, millennials and corporate executives with an array of financial issues customized specifically to them.  Raymond is also a specialist with insurance, estate planning and philanthropic matters.

 Prior to joining the team, Raymond completed the highly competitive Wealth Advice Center Training Program. Raymond received his Bachelor's Degree in Economics from the University of South Carolina. He also played varsity football at Rowan University prior to that. Currently residing in Jersey City, NJ, Raymond is a volunteer with The Make-A-Wish Foundation, a member of the USC Entrepreneurship Club and an avid golfer.

Registered States:
AZ, CA, CO, CT, DE, FL, IN, KY, MA, MD, MI, MN, NC, NJ, NY, OH, OR, PA, SC, TN, UT, VA, VT

Nolan joined the Greenspan Group in June 2018 as a Wealth Strategy Associate. Nolan’s main focus is providing service and support for the team's high net worth clients by executing trades and monitoring new equity and debt offerings from the firm. Prior to joining UBS, he worked at Sidoti & Company on their Midwest Equity Research Sales Desk. Nolan is a graduate of the University of Delaware where he played division one tennis. He resides in New York City and enjoys playing golf and basketball in his spare time. Nolan maintains his Series 7 and 63 licenses.

Registered States:
CA, CO, CT, FL, MD, NJ, NY, TN, UT, VT

With more than 18 years of operations experience in the financial services industry, Lissette is qualified to facilitate complex operational tasks and handle all client related service requests. She implements a high level of client service and recognizes the importance of personalized attention.

Registered States:
AZ, CA, CO, CT, FL, NJ, NY, TN, UT