Your goals. Our comprehensive plan.

AG & Associates

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Family photos

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Greg

    Gregory J Amerkanian, CIMA®, CRPC®, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    Gregory has close to three decades of experience developing financial strategies for high-net-worth families and individuals that includes retirement forecasting, asset allocation modeling, asset preservation & estate tax minimization strategies.  Greg also counsels small-to-medium sized companies, not-for-profit organizations, and charitable endowments in cash management, investment, and retirement plans.

    Prior to joining UBS Wealth Management in 2022 Gregory spent 29 years at Merrill Lynch Wealth Management. Gregory holds an Economics degree from the College of the Holy Cross, as well as the industry-wide designations of CERTIFIED FINANCIAL PLANNER™ professional awarded by the Certified Financial Planner Board of Standards, Inc., Certified Investment Management Analyst®, and Chartered Retirement Planning CounselorSM (CRPC®).

    Gregory is very involved in several charitable and non-profit organizations within his community, such as the Children of Armenia Fund, the Armenian General Benevolent Union, and The Elisabeth Morrow School. He currently sits on the board of Trustees for the Elisabeth Morrow School and is also a member of the Financial Planning Association and the Investments & Wealth Institute™.

    Greg resides in Cresskill, New Jersey with his wife Natalie and their three sons - Shant, Garo and Saro.

        • Certified Investment Management Analyst®
        • Chartered Retirement Planning Counselor℠
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Plan Fiduciary Advisor
        61 South Paramus Road
        4th Floor
        Paramus, NJ 07652
      • Mike

        Michael C Gogliormella

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • LA
        • MA
        • MD
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA

        For the past twenty years Michael has dedicated himself to thoroughly understanding the priorities of high-net-worth individuals and families, providing them with personalized attention and disciplined investment strategies. He focuses on what clients specifically want to accomplish, offering a customized goals-based wealth management process, global resources, and state-of-the-art technology that complement his ability to help clients pursue the financial lifestyle that is most meaningful to them.

        Michael provides proactive & tactical asset management for client portfolios. He achieves this balance by employing UBS’s open architecture platform, which includes the world’s best investment managers to create globally sophisticated and tax efficient portfolios. Providing these core principles for clients, Michael focuses on three main goals they share: creating stress-free financial lives, maximizing and preserving their wealth through all market cycles, and devoting more time to the non-financial aspects of their complex lives.

        Michael's focus is on developing these customized strategies for busy, high-income earning individuals and their families who are looking to build wealth; successful retirees looking to provide a significant income stream and preserve their wealth; and widows & divorcees who for the first time are managing their assets and looking to simplify their wealth. Michael offers sophisticated financial strategies, having a commitment to understanding clients' needs.

        Prior to joining UBS Wealth Management in 2022, Michael spent 19 years at Merrill Lynch Wealth Management. Michael graduated from Quinnipiac University with a degree in Finance and currently serves as the President of the Quinnipiac Alumni Board. Michael currently lives in Hoboken, New Jersey and enjoys spending time with his family, traveling, volunteering for charities, playing baseball and giving back to his community.

              61 South Paramus Road
              4th Floor
              Paramus, NJ 07652
            • Christine

              Christine Matos

              Senior Client Associate

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              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IL
              • KS
              • KY
              • LA
              • MA
              • MD
              • MN
              • NC
              • NH
              • NJ
              • NV
              • NY
              • OH
              • OR
              • PA
              • PR
              • SC
              • TN
              • TX
              • VA
              • WA
              • WI

              Christine joined AG & Associates in 2015 and leads all operational, administrative, and day-to-day activities for the team. Delivering a highly professional and consistent client experience, while also serving as quality control to help ensure that all calls, paperwork, policy and procedures are adhered to properly, is priority number one. Christine also partners with the trusted advisors of clients, such as accountants and attorneys, to create an aligned outcome for clients.

              Prior to joining UBS Wealth Management in 2022, Christine spent 15 years at Merrill Lynch Wealth Management. Christine graduated from Penn State with a Bachelor’s in Management. She currently resides in Maywood, NJ with her husband Luis and their two sons.

                    61 South Paramus Road
                    4th Floor
                    Paramus, NJ 07652
                  • Kristin

                    Kristin Favaloro

                    Client Associate

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                      Kristin joined AG & Associates in 2022 and is responsible for coordinating all meetings for the team.  This includes portfolio reviews for clients and meetings with internal and external partners such as liability management, trust and estate planning and other wealth management needs.  

                      Kristin attended Eastwick College in Ramsey, NJ and joined the team after a role managing a local dental practice. She a resides in Norwood with her husband and two children.

                            61 South Paramus Road
                            4th Floor
                            Paramus, NJ 07652

                          Defining your priorities. Pursuing what matters.

                          Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                          The circular economy: What is it?

                          Your life, wealth and future. UBS Wealth Way

                          A team approach

                          A team approach

                          Family

                          Financial planning

                          2022 year-end planning guide

                          The UBS Advanced Planning Group’s 2022 Year-End Planning Guide explores an array of planning ideas, arranged thematically, to help you refine your planning approach. Sometimes, that’s simply considering a new idea that could possibly save money on taxes. Other times, it’s finding ways to better achieve the vision for your legacy.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $2.8 trillion

                          In invested assets globally 
                          As of 06/30/2022

                          More than 150 years

                          offering financial advice

                          Financial strength

                          Driving confidence.
                          Aa3 (stable) Moody’s
                          A+ (stable) Standard & Poor’s

                          UBS AG, long-term senior secured debt rating. As of 11/23/2021