Cfp Richard Gaige Cdfa Email & Phone Number | I don’t have a typical background for someone in the financial services industry, but I feel I’ve been able to apply my experiences to investing, planning, and client service. In my early days I wanted to be a professional tennis player having been a nationally ranked junior player on the circuit. Further into my career I found myself turning my racket around and playing air guitar a bit more than practicing my serve! That led to countless hours of woodshedding Hendrix and Van Halen licks and ultimately forming a couple of original regional bands. During that process I earned a degree in Economics from the University of Maryland Baltimore County and found my place in the Wealth Management field. My experiences gave me the ability to talk comfortably with people with varied backgrounds and interests and help solve complex problems. As a partner in the Gaige Lavallee Reed Group I advise many of our high net worth families and partner with them to attain their personal, philanthropic and legacy goals. I’m passionate about the markets as well as planning and feel lucky to be able to use my knowledge to help my clients make sense of the complex financial landscape. I’m a Certified Financial Planner , a member of the Institute for Divorce Financial Analysts, a holder of the Certified Divorce Financial Analyst credential, as well as a member of the Financial Planning Association, FPA Most importantly I’m a husband to Kacey and a father to Ethan, Addie, & Norah. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Cfp Richard Gaige Cdfa

I don’t have a typical background for someone in the financial services industry, but I feel I’ve be...
Baltimore, Maryland, United States

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Cfp Richard Gaige Cdfa’s Email richard.gaige@ubs.com

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Cfp Richard Gaige Cdfa’s Location Baltimore, Maryland, United States

Cfp Richard Gaige Cdfa’s Current Industry Ubs

Cfp Richard Gaige Cdfa’s Prior Industry Morgan Stanley | Merrill Lynch

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Work Experience

Ubs

Senior Vice President

2015-10-01 00:00:00 - Present

Morgan Stanley

First Vice President - Wealth Management, Financial Advisor

2008-12-01 00:00:00 - 2015-10-01 00:00:00

Merrill Lynch

Senior Financial Advisor

2002-09-01 00:00:00 - 2008-12-01 00:00:00

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FAQ About Cfp Richard Gaige Cdfa

Cfp Richard Gaige Cdfa is located at
Baltimore, Maryland, United States

Cfp Richard Gaige Cdfa is a I don’t have a typical background for someone in the financial services industry, but I feel I’ve been able to apply my experiences to investing, planning, and client service. In my early days I wanted to be a professional tennis player having been a nationally ranked junior player on the circuit. Further into my career I found myself turning my racket around and playing air guitar a bit more than practicing my serve! That led to countless hours of woodshedding Hendrix and Van Halen licks and ultimately forming a couple of original regional bands. During that process I earned a degree in Economics from the University of Maryland Baltimore County and found my place in the Wealth Management field. My experiences gave me the ability to talk comfortably with people with varied backgrounds and interests and help solve complex problems. As a partner in the Gaige Lavallee Reed Group I advise many of our high net worth families and partner with them to attain their personal, philanthropic and legacy goals. I’m passionate about the markets as well as planning and feel lucky to be able to use my knowledge to help my clients make sense of the complex financial landscape. I’m a Certified Financial Planner , a member of the Institute for Divorce Financial Analysts, a holder of the Certified Divorce Financial Analyst credential, as well as a member of the Financial Planning Association, FPA Most importantly I’m a husband to Kacey and a father to Ethan, Addie, & Norah. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**