Vincent Battaglia, CIMA is a highly qualified Senior Vice President Wealth Management Financial Advisor at UBS Financial Services Inc. in Rochester, NY. With extensive experience in investment and wealth management, Vincent provides personalized services to his clients, helping them navigate their financial goals and secure their long-term future.
As a Certified Investment Management Analyst, Vincent emphasizes total portfolio management and offers sophisticated solutions to both individual and institutional clients. With a strong educational background from Princeton University and the University of Chicago, Vincent's expertise extends to education funding, charitable giving structures, and estate planning strategies.
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