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PROFESSIONAL PROFILE

Jonathan Penta


Senior Vice President, Wealth Advisor, UBS Financial Services, Inc.

  • Office Location: Wellesley, MA, United States
  • Website: http://financialservicesinc.ubs.com/team/pentawealthmanagement
  • Phone: (781) 446-8927
  • Email: jonathan.penta@ubs.com
  • Designations: CEPA, CRPC

 

Exit planning is good business strategy.  Learn more about business value, exit options, and best practices for transitioning middle market business owners.

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