Armand Del Medico, CFP


Profession LogoFINANCIAL PLANNER
Armand Del Medico, CFP

UBS Financial Services

299 Park Avenue
9th Floor
New York, NY 10171
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Profile

Armand works closely with senior-level executives,business owners, professionals and their families to not only navigate the complexities of their wealth, but also to preserve and grow their assets.Working with a broad array of affluent and ultraaffluent individuals from business sectors ranging from media and finance to pharmaceuticals and sports, Armand partners with his clients to fully understand their needs and to develop a holistic wealth management strategy that is unique to them.

Armand completed the American College core curriculum courses in taxation, insurance, law, estate planning, investments and retirement planning to prepare for and successfully obtain the financial services industry’s most highly recognized professional certification designation,
a Certified Financial Planner™ (CFP®). During that time, Armand completed the Morgan Stanley/Wharton School of Business Investment Consulting Program, allowing him to obtain his Certified Investment Manager Analyst (CIMA®) designation.

Armand has also authored white papers on various topics, including wealth management, financial planning, and investor behavior. He frequently speaks to strategic alliance partners, and periodically appears on financial news shows to discuss these and other industry related
topics.

Experience to guide you forward
– Senior Vice President, Wealth Advisor, UBS, 2009 – present
– Senior Vice President and Wealth Advisor, Morgan Stanley, 1999 –
2008
– President/CEO of a privately held sports products company

My professional achievements and education
– Certified Financial Planner™ (CFP®)
– Certified Investment Manager Analyst (CIMA®)
– Series 7, 66 securities licenses
– Recipient of the National Director's Award and a member of
distinguished President's Club at Morgan Stanley

Life & Health Insurance
– Commodity Futures - Managed Futures License
– Bachelors of Finance/Economics, Sacred Heart University;
Fairfield, CT

Making a difference in my community
– Trustee of Cento Amici, a charitable organization that
provides scholarships to NJ students

Outside the office
Armand lives in Connecticut with her wife, Carolyn. He enjoys
traveling, and playing golf, and regularly competes in triathlons

Firm Description

Additional Locations

Westport, CT (By Appointment)
8 Wright Street
3rd Floor
Westport, CT 06880
(212) 333-8905

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