Let's move forward. Together.

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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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.

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    Dominick Lovecchio

    Senior Vice President

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    • CA
    • CO
    • FL
    • MD
    • MO
    • ND
    • NJ
    • NY
    • OK
    • PA
    • TX
    • UT
    • VA

          184 Liberty Corner Road
          Suite 101
          Warren, NJ 07059
          dom.lovecchio@ubs.com
          Dominick Lovecchio
          184 Liberty Corner Road,Warren,NJ,07059
        • Sunil

          Sunil Bhavnani

          Senior Vice President–Wealth Management

          Financial Advisor

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          • CA
          • CO
          • CT
          • DE
          • FL
          • IL
          • MD
          • MO
          • ND
          • NJ
          • NY
          • OK
          • PA
          • TX
          • UT
          • VA

                184 Liberty Corner Road
                Suite 101
                Warren, NJ 07059
                sunil.bhavnani@ubs.com
                Sunil Bhavnani
                184 Liberty Corner Road,Warren,NJ,07059
              • John

                John Hanson

                Senior Wealth Strategy Associate

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                • CA
                • CO
                • DE
                • FL
                • IL
                • MD
                • MO
                • ND
                • NJ
                • NY
                • OK
                • PA
                • TX
                • UT
                • VA
                • VT

                      184 Liberty Corner Road
                      Suite 101
                      Warren, NJ 07059
                      john.w.hanson@ubs.com
                      John Hanson
                      184 Liberty Corner Road,Warren,NJ,07059
                    Three generations in apple orchard

                    Turn possibilities into a plan

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                    A leading global wealth manager

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                    Texas flood relief

                    Support and resources

                    Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                    Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                    The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $6 trn

                    UBS Group invested assets
                    As of 12/31/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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