Tom Cosinuke, ChFC, CLU has joined the UBS Financial Services, Inc. team of Integrity Wealth Management with locations in South Burlington and Rutland, VT. This team is a comprehensive, financial planning oriented, wealth management team. It is comprised of Jessica Anderson, CFP, CIMA, CPWA (Jessica is a Barron's 400 Top Female Advisor, nationally), Margo Jones, CFP and Alicia Munukka.
Tom began working in the financial services business 29 years ago. He attained the Chartered Financial Consultant and Chartered Life Underwriter designations. From the beginning of his career, Tom has been a strong advocate of comprehensive financial planning. Tom has worked at UBS for 16 years, serving first in a regional capacity as the Wealth Management Consultant (a Financial Planning Specialist) based in Boston supporting all the UBS advisors in New England. He also was the Regional Consulting Head for New England, as well as more recently, the Branch Manager in Vermont. Today as an advisor to individual clients, Tom draws from the experience of working on a many diverse financial plans for clients, over his years in regional positions.
Tom Holds the Series, 1,7,9,10,63 & 65 securities licenses and relevant insurance licenses. Tom can be reached at 802-860-5742 or [email protected].