Financial Advisor
Andrew Reisfield is a Senior Wealth Strategy Associate with a foundation in financial planning and client service. He graduated from Florida State University and began his career at UBS in 2023. He started by training and developing his expertise in UBS’s Wealth Advice Center. During that time, Andrew worked closely with clients— reviewing financial plans, servicing accounts, and running retirement projections. His team specialized in working with participants who had concentrated company stock positions with large capital gain implications.
Andrew is a CERTIFIED FINANCIAL PLANNER®, and holds his SIE, Series 66, and Series 7 licenses. He is a licensed Corporate Stock Benefits Consultant and holds a Life and Health Insurance License as well.
Andrew currently resides in Hoboken, New Jersey.
Education
Credentials
Financial Advisor
Andrew Reisfield is a Senior Wealth Strategy Associate with a foundation in financial planning and client service. He graduated from Florida State University and began his career at UBS in 2023. He started by training and developing his expertise in UBS’s Wealth Advice Center. During that time, Andrew worked closely with clients— reviewing financial plans, servicing accounts, and running retirement projections. His team specialized in working with participants who had concentrated company stock positions with large capital gain implications.
Andrew is a CERTIFIED FINANCIAL PLANNER®, and holds his SIE, Series 66, and Series 7 licenses. He is a licensed Corporate Stock Benefits Consultant and holds a Life and Health Insurance License as well.
Andrew currently resides in Hoboken, New Jersey.
Education
Credentials
Senior Client Associate
Anita has been in the Financial Services Industry for nearly thirty years. She came to UBS in 2012. Prior to joining UBS, Anita worked a Morgan Stanley for 24 years. While at Morgan Stanley, she held numerous positions there. Anita is a graduate of Berkeley College and holds a Bachelor's Degree. Anita lives in Wayne, NJ with her husband and two sons.
Education
Senior Client Associate
Anita has been in the Financial Services Industry for nearly thirty years. She came to UBS in 2012. Prior to joining UBS, Anita worked a Morgan Stanley for 24 years. While at Morgan Stanley, she held numerous positions there. Anita is a graduate of Berkeley College and holds a Bachelor's Degree. Anita lives in Wayne, NJ with her husband and two sons.
Education
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.
Financial Advisor
Andrew Reisfield is a Senior Wealth Strategy Associate with a foundation in financial planning and client service. He graduated from Florida State University and began his career at UBS in 2023. He started by training and developing his expertise in UBS’s Wealth Advice Center. During that time, Andrew worked closely with clients— reviewing financial plans, servicing accounts, and running retirement projections. His team specialized in working with participants who had concentrated company stock positions with large capital gain implications.
Andrew is a CERTIFIED FINANCIAL PLANNER®, and holds his SIE, Series 66, and Series 7 licenses. He is a licensed Corporate Stock Benefits Consultant and holds a Life and Health Insurance License as well.
Andrew currently resides in Hoboken, New Jersey.
Education
Credentials
Financial Advisor
Andrew Reisfield is a Senior Wealth Strategy Associate with a foundation in financial planning and client service. He graduated from Florida State University and began his career at UBS in 2023. He started by training and developing his expertise in UBS’s Wealth Advice Center. During that time, Andrew worked closely with clients— reviewing financial plans, servicing accounts, and running retirement projections. His team specialized in working with participants who had concentrated company stock positions with large capital gain implications.
Andrew is a CERTIFIED FINANCIAL PLANNER®, and holds his SIE, Series 66, and Series 7 licenses. He is a licensed Corporate Stock Benefits Consultant and holds a Life and Health Insurance License as well.
Andrew currently resides in Hoboken, New Jersey.
Education
Credentials
Senior Client Associate
Anita has been in the Financial Services Industry for nearly thirty years. She came to UBS in 2012. Prior to joining UBS, Anita worked a Morgan Stanley for 24 years. While at Morgan Stanley, she held numerous positions there. Anita is a graduate of Berkeley College and holds a Bachelor's Degree. Anita lives in Wayne, NJ with her husband and two sons.
Education
Senior Client Associate
Anita has been in the Financial Services Industry for nearly thirty years. She came to UBS in 2012. Prior to joining UBS, Anita worked a Morgan Stanley for 24 years. While at Morgan Stanley, she held numerous positions there. Anita is a graduate of Berkeley College and holds a Bachelor's Degree. Anita lives in Wayne, NJ with her husband and two sons.
Education
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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