Rick Grassey, CIMA®, is a Financial Advisor specializing in retirement planning for high-net-worth individuals and families. Currently, they serve as a Senior Vice President in Wealth Management at UBS Financial Services, a position held since 2010. Prior to that, they spent 26 years at BofA Merrill Lynch as a Senior Vice President in Investments. Rick earned an AB in Philosophy from Colgate University, graduating in 1977.
Location
New York City Metropolitan Area, United States
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