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MEMBER PROFILE

 

Ronald Grasso

UBS Financial

 

Member profile details

Membership level
Greater Boston Individual
First name
Ronald
Last name
Grasso
Suffix
Jr.
Title
CEPA, CFP,AIF,CIMA,CDFA
Company
UBS Financial
XPX Chapter Email Lists
  • Greater Boston News & Events
 

CONTACT INFORMATION

City
Lincoln
State
Massachusetts
 

PROFILE INFORMATION

Call me when
ever you need to
Profession
  • Investor
  • Wealth Manager
Functional Expertise
  • Cash management
  • Employee benefits
  • Estate planning
  • Exit/Transition Planning
  • Investments
  • Private equity
  • Retirement
  • Risk management
  • Venture capital
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CFP,CIMA,CDFA,AIF
Transition Planning Certification or Methodology
CEPA
In Business Since
1993
How to contact
978-538-1461
Twitter name
@ronaldgrassoUBS
Business Focus
Helping business owners align their personal financial goals with a successful and optimized business exit.
Client Results
Owners gain a clear understanding of what their business is worth, what they need personally, and whether there is a gap between the two.
Advisor Resource Relationships
  • The International Exit Planning Association
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