First Vice President–Wealth Management
Financial Advisor
Timothy began his career at Merrill Lynch Wealth Management, where he built a strong foundation in investment strategies and client-focused financial planning. In 2019, he joined Steel Ridge Advisors as a Partner and Financial Advisor, expanding his expertise in serving high and ultra-high net worth clients.
In 2024, Timothy co-founded The Fitzgerald Nowak Group at UBS, a team dedicated to delivering sophisticated financial solutions for corporate executives, business owners, and multi-generational families. His approach emphasizes personalized strategies, transparency, and long-term planning to help clients achieve their financial goals.
Areas of Expertise:
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
First Vice President–Wealth Management
Financial Advisor
Timothy began his career at Merrill Lynch Wealth Management, where he built a strong foundation in investment strategies and client-focused financial planning. In 2019, he joined Steel Ridge Advisors as a Partner and Financial Advisor, expanding his expertise in serving high and ultra-high net worth clients.
In 2024, Timothy co-founded The Fitzgerald Nowak Group at UBS, a team dedicated to delivering sophisticated financial solutions for corporate executives, business owners, and multi-generational families. His approach emphasizes personalized strategies, transparency, and long-term planning to help clients achieve their financial goals.
Areas of Expertise:
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Associate Financial Advisor
Megan joined UBS in 2024 as a Senior Wealth Strategy Associate. She prides herself on delivering exceptional client service and works closely alongside the team to support comprehensive financial planning and portfolio creation tailored to each client’s goals. Megan takes a thoughtful, proactive approach to addressing client needs, no matter how complex, and is committed to building strong, long-term client relationships.
Megan earned her bachelor’s degree from Siena College and holds a Master’s degree from Long Island University. She currently maintains FINRA Series 7 and Series 66 securities registrations.
Areas of Expertise
Associate Financial Advisor
Megan joined UBS in 2024 as a Senior Wealth Strategy Associate. She prides herself on delivering exceptional client service and works closely alongside the team to support comprehensive financial planning and portfolio creation tailored to each client’s goals. Megan takes a thoughtful, proactive approach to addressing client needs, no matter how complex, and is committed to building strong, long-term client relationships.
Megan earned her bachelor’s degree from Siena College and holds a Master’s degree from Long Island University. She currently maintains FINRA Series 7 and Series 66 securities registrations.
Areas of Expertise
Registered Client Associate
Ines Luces joined UBS in 2024 as a Registered Client Service Associate, bringing more than 30 years of experience in the investment industry and a decade of advanced compliance expertise. She specializes in client service and operations, ensuring seamless support and exceptional experiences for clients.
Her career spans respected financial institutions including Comprehensive Financial, Julius Baer, MetLife, and most recently Steel Ridge Advisors. Ines holds FINRA Series 6 and 63 securities registrations and is dedicated to delivering outstanding service while maintaining the highest regulatory standards. Her deep industry knowledge and commitment to excellence make her a trusted resource for clients and colleagues alike.
Areas of Expertise
Registered Client Associate
Ines Luces joined UBS in 2024 as a Registered Client Service Associate, bringing more than 30 years of experience in the investment industry and a decade of advanced compliance expertise. She specializes in client service and operations, ensuring seamless support and exceptional experiences for clients.
Her career spans respected financial institutions including Comprehensive Financial, Julius Baer, MetLife, and most recently Steel Ridge Advisors. Ines holds FINRA Series 6 and 63 securities registrations and is dedicated to delivering outstanding service while maintaining the highest regulatory standards. Her deep industry knowledge and commitment to excellence make her a trusted resource for clients and colleagues alike.
Areas of Expertise
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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