Ronald Grasso
UBS Financial
Lincoln, Massachusetts
Contact
How to contact
978-538-1461
Professional Profile
Call Me When
ever you need to
Professions
Investor
Wealth Manager
Functional Expertise
Cash management
Employee benefits
Estate planning
Investments
Private equity
Retirement
Risk management
Venture capital
Exit/Transition Planning
Business Focus
Helping business owners align their personal financial goals with a successful and optimized business exit.
Professional Certification
CFP,CIMA,CDFA,AIF
Transition Planning Certification or Methodology
CEPA
Client Industries
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
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
Chapter information
Membership
Greater Boston Individual
Member since
New Member
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