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Christine Santos

Wealth Strategy Associate at UBS Financial Services

Christine Santos is a Wealth Strategy Associate at UBS Wealth Management, working with the Verus Wealth Management Group in Springfield, MA.12 She joined UBS in 2009 and has been a member of the Verus Wealth Management Group since 2013.1 In her role, Christine assists in constructing clients' financial plans and manages the ongoing investment of their portfolios and financial solutions. She also oversees the team's insurance and mortgage business.1

Christine has obtained her Chartered Retirement Planning Counselor (CRPC) designation and holds FINRA series 7 and 66 licenses, as well as health and insurance licenses.1 Prior to joining UBS, she worked in the mortgage industry for four years and then transitioned to the financial services industry with Merrill Lynch in 2007.1

Christine resides in East Forest Park with her two sons, Jackson and Logan. In her spare time, she enjoys working out and engaging in artistic activities.1

Highlights

Nov 26 · manusbio.com
Manus CTO Dr. Christine Santos Inducted Into AIMBE
Nov 1 · saladovet.com
About - Animal Medical of Salado
Oct 17 · aiche.org
Christine Santos | AIChE
Sep 5 · canvasrebel.com
Meet Christine Santos - CanvasRebel Magazine
Jan 1 · advisors.ubs.com
Meet the team - Verus Wealth Management Group - Springfield, MA
Meet the team - Verus Wealth Management Group - Springfield, MA
Jul 9 · aiche.org
Christine Santos | AIChE

Related Questions

What specific financial plans does Christine Santos help construct?
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What are Christine Santos' main responsibilities at Verus Wealth Management Group?
What certifications does Christine Santos hold?
How does Christine Santos manage the team's insurance and mortgage business?
Christine Santos
Christine Santos, photo 1
Christine Santos, photo 2
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Location

Springfield, Massachusetts