Gabriel Lavigne
Senior Vice President - Wealth Management at UBS Financial Services | Red Bank, New Jersey, United States
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Gabriel Lavigne serves as a Senior Vice President in Wealth Management at UBS Financial Services, where he leverages his extensive expertise to assist families and businesses in navigating the complexities of their financial landscapes. With a strong focus on investment strategies and portfolio management, Gabriel is dedicated to helping clients achieve their financial goals through tailored advice and comprehensive financial planning. His approach goes beyond mere investment guidance; he strives to understand the unique aspirations and challenges of each client, ensuring that their financial strategies align with their personal values and long-term objectives.
At UBS, Gabriel is currently leading several key projects that emphasize holistic wealth management. He is actively involved in developing customized investment portfolios that reflect the specific needs and risk tolerances of his clients, while also integrating retirement planning and risk management strategies. His commitment to market research and staying ahead of industry trends allows him to provide informed insights that empower clients to make confident financial decisions, even in today’s volatile markets.
Gabriel's passion for customer service is evident in his dedication to building lasting relationships with clients, fostering a sense of trust and collaboration. He believes that effective financial management is not just about numbers; it’s about understanding the hopes and dreams that drive those numbers. By combining his skills in networking and financial services with a personalized approach, Gabriel Lavigne stands out as a trusted advocate for his clients, guiding them toward a secure and prosperous financial future.
Senior Vice President - Wealth Management at UBS Financial Services in November 2013 to Present
Financial Advisor, CSNA, Portfolio Advisor at Merrill Lynch in September 2011 to November 2013
Investment Counselor at David Lerner Associates, Inc. in September 2009 to September 2011
Investment Advisor at MetLife in August 2008 to September 2009
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Wealth Management
Investment Strategies
Strategic Financial Planning
Retirement Planning
Financial Services
Investments
Portfolio Management
Finance
Retirement
Series 7
Asset Management
Market Research
Networking
Philanthropy
Risk Management
Customer Service
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What is Gabriel Lavigne email address?
Email Gabriel Lavigne at [email protected] and [email protected]. This email is the most updated Gabriel Lavigne email found in 2026.
What is Gabriel Lavigne phone number?
Gabriel Lavigne phone number is +17322197252.
How to contact Gabriel Lavigne?
To contact Gabriel Lavigne send an email to [email protected] or [email protected]. If you want to call Gabriel Lavigne try calling on +17322197252. (updated on October 29, 2024)
What company does Gabriel Lavigne work for?
Gabriel Lavigne works for UBS Financial Services
What is Gabriel Lavigne's role at UBS Financial Services?
Gabriel Lavigne is Senior Vice President - Wealth Management
What industry does Gabriel Lavigne work in?
Gabriel Lavigne works in the Financial Services industry.
Gabriel Lavigne Email Addresses
Gabriel Lavigne Phone Numbers
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