Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

mountain climbers

Barbara Filenbaum Piermont

Senior Vice President–Wealth Management

Financial Advisor

Barbara has been providing guidance to her clients for over 45 years. Her experience stems from employment at companies such as Shearson, Loeb Rhoades, Lehman Brothers, and Smith Barney. Barbara obtained her education from Finch College, where she earned a Bachelor of Science degree. While utilizing the vast scope of resources provided by UBS, Barbara approaches her clients with a holistic and research based philosophy to wealth management.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OR
  • PA
  • TX
  • VA
  • VT
  • WA
  • WV

Education

  • Bachelor of Science, Finch College
500 Campus Drive
Florham Park, NJ 07932
  • (973) 360-4266

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights