The journey of a lifetime

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For some of life's questions, you're not alone. Together we can find an answer.

As experienced financial professionals, our team has collectively navigated just about every important stage of life you may face. We have seen our clients buy hundreds of dream homes. We've been by their sides as they nervously sent kids off to college. Listened and advised as they faced decisions and celebrated untold milestones. We've helped clients when they start, grow and sell businesses. And we've been there as they planned and launched their retirement.

From joyful beginnings to satisfying conclusions, we understand your personal journey and we are here to provide you with smart, compassionate advice every step of the way.

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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.

  • Mark Sudol

    Mark Sudol, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • IL
    • MA
    • MD
    • NC
    • NH
    • NJ
    • NM
    • NY
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    My financial services career started in 1986 at E.F.Hutton. A year later, after experiencing the ‘87 crash, I realized the importance of creating portfolios that can guard against the unforeseen. I was with Dean Witter/Morgan Stanley for 18 years before transferring to UBS in 2007. I received my bachelor’s degree from Marist College (New York) and my Certified Financial Planner™ designation through the Denver College of Financial Planning.

    Prior to my financial services career, I was a basketball and baseball player and coach. I embraced the lessons of drive, discipline and determination to perform at various levels. I also learned the importance of having a plan to accomplish one’s goals. I was diagnosed with non-Hodgkin’s Lymphoma in 2003, underwent an aggressive treatment and have been cancer-free for over a decade. I thank those same teachings that I learned in sports for helping me to overcome that challenge. My wife and I reside in Ridgewood and have a teenage daughter who has engaged in an acting career and a son who is a varsity hockey player. I love to play a little golf whenever I can and relish my time at the lake.

    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        61 South Paramus Road
        Mack Center IV, 4th Floor
        Paramus, NJ 07652
        Mark Sudol, CFP
        61 South Paramus Road,Paramus,NJ,07652
      • Margarita Gutman

        Margarita Gutman

        Senior Client Associate

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          I joined Morgan Stanley Dean Witter in 2000 and moved to UBS in 2007. I was born in Moscow and happily came to the United States as a teenager where I attended Queensboro College, NY. I truly enjoy my relationship with our clients and helping them with the day-to-day details of their accounts. I have two daughters, one in college and one in graduate school. I love to cook and bake and enjoy Latin ballroom dancing.

                61 South Paramus Road
                Mack Center IV, 4th Floor
                Paramus, NJ 07652
                Margarita Gutman
                61 South Paramus Road,Paramus,NJ,07652

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

              Download the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager