Christopher Spellman is a Vice President Wealth Management Financial Advisor at UBS Financial Services Inc. in Rockland, MA. With over 20 years of experience in financial services, he helps clients navigate the complexities of their financial lives, from planning for retirement and managing investments to legacy and business succession planning.
Spellman offers comprehensive financial plans tailored to each client's unique situation, providing strategies for managing retirement income expenses, asset allocation, and investment management across various account types. He believes in ongoing education to stay up-to-date with the latest thinking and solutions in the industry, and he strives to empower his clients to make informed financial decisions through seminars, newsletters, and consultations.
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