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    Christine Santos

    Wealth Strategy Associate at UBS Financial Services

    Christine Santos is a seasoned professional who has made a remarkable transition from the mortgage industry to the financial services sector. She started her financial services career with Merrill Lynch in 2007 and later moved to UBS in 2009. Since 2013, Christine has been an integral part of the Verus Wealth Management Group, where she plays a pivotal role in crafting clients' financial plans, managing their investment portfolios, and overseeing financial solutions. Her responsibilities also extend to handling the team's insurance and mortgage aspects. With a Chartered Retirement Planning Counselor designation and licenses including FINRA series 7 and 66, as well as health and insurance licenses, Christine is well-equipped to provide expert financial guidance. Based in East Forest Park, Christine is a dedicated mother to her sons, Jackson and Logan. Beyond her professional life, she finds joy in staying active with workouts and indulging in the arts.

    Christine Santos
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    Location

    Springfield, Massachusetts