Touchstone Wealth Partners and UBS announced the evolution of its nationally recognized group to include three UBS office locations in Ohio, New York and Florida. The “touchstone” of the team’s advice continues to be financial planning. With the formal recognition of the team’s three UBS office locations, the scope of their services now aligns more strategically with the complexity of their clients’ wealth needs—from multi-generational wealth to corporate retirement and executive stock plans.
Partners in the Florida office, formerly Findley Wise Wealth Management, consist of Ken Wise, Stefan Contorno & Kenny Wise:
Ken Wise has been recognized by Barron’s & Forbes as a Top 1,200 Financial Advisor for 2015, 2016, 2017, and 2018 and 2018 Forbes Best-in-State Wealth Advisor.
Stefan Contorno is featured on “Money Monday”, a weekly live financial segment on WINK News TV.
Kenny Wise is a Certified Financial Planner and teaches “Financial Strategies for a Successful Retirement” classes at Florida Gulf Coast University.