Sergio Forlini is a Senior Vice President in Wealth Management at UBS, where they lead The Forlini Group, serving a select clientele of financially successful families. They employ a disciplined investment process tailored to the unique objectives and risk profiles of their clients. Previously, Sergio served as a Senior Vice President and Wealth Management Advisor at Merrill Lynch from 2000 to 2024. They earned a Bachelor's degree in Finance from Sacred Heart University in 2003, following their education at Iona Preparatory High School.
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