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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.

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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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    Thomas Bowes, Jr.

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • TX
    • VA
    • WA
    • WV

    Tom began his career in financial services as a Financial Advisor with Bache & Co in 1961, which through mergers and acquisitions, eventually became Wachovia Securities (now Wells Fargo Advisors). From an early age, Tom showed interest in the business, following his father's footsteps. During his tenure, in addition to his roles as financial advisor, Tom spent several years serving as a sales manager. Tom left Wachovia Securities in 2006 to join UBS Financial Services Inc. He held the position then, as now, of Senior Vice President-Wealth Management. Tom's primary clientele includes high net worth individuals and small to medium institutions. His areas of focus cover equities, fixed income, and asset allocation. Tom earned a B.S. in finance from Fordham University. During Tom's free time, he enjoys spending time with family and friends, and watching sports. He is an avid NY Giants fan and loves horse racing. Tom and his wife, Terry, reside in Bethel, New York, and maintain an apartment in Manhattan.

      • Fordham University, B.S. in Finance
        1251 Avenue of Americas
        2nd Floor
        New York, NY 10020
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        Robert Kennedy

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IL
        • IN
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • PA
        • RI
        • SC
        • TX
        • UT
        • VA
        • WA
        • WV

        Bob began his financial services career in 1981, with Bache Halsey Stuart Shields, on the operational side of the business working in the money market and mutual fund department. Understanding the operational side of the business allowed Bob to provide greater client service to his clients once he made the transition to the role financial advisor in 1984. Bob, an early adopter of the teaming concept, firmly believes that leveraging the knowledge and resources of others enhances the client experience. This leverage goes beyond his immediate team, with the support of UBS, he is able to provide valuable advice to clients by use of an extended team.

        In 2006, Bob, along with the rest of his team, left Wachovia Securities to join UBS Financial Services Inc. Bob works primarily with (ultra) high net worth individuals, business owners, and corporate accounts. His areas of focus include retirement planning, asset allocation, wealth transfer issues, and fixed income. Bob is a graduate of Fairfield University. He is an avid golfer and enjoys spending time with his family and friends. He and his wife, Alison, reside in Fair Haven, NJ, while Bob's daughter, Meghan, a recent college graduate, lives in New York City. His son, Kyle, is entering his junior year of college at the University of Arizona.

          • Fairfield University
          • Wealth Advisor
          1251 Avenue of Americas
          2nd Floor
          New York, NY 10020
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          Thomas Murphy

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IL
          • IN
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • NC
          • NH
          • NJ
          • NV
          • NY
          • OH
          • PA
          • RI
          • SC
          • TX
          • UT
          • VA
          • WA
          • WV

          Tom has over 25 years of experience in the financial services industry. Prior to joining UBS Financial Services Inc., he worked at Wachovia and Prudential Securities. Tom had the foresight in the early 90s that teaming would be an important aspect of the business. It would allow him to gain different prospective for each client situation, which ultimately results in a better understanding of his client's needs. Not only is he able to leverage his immediate team; with the resources available to him at UBS, he is able to extend his team to all areas of focus. Tom serves the needs of (ultra) high net worth individuals and their families, as wells a businesses. His areas of focus include retirement planning, asset allocation, wealth transfer issues, and fixed income. He is a graduate of Florida International University in Miami, FL. Outside of work, Tom enjoys playing golf, paddle tennis, and skiing, as well as spending time with his friends and family. He, along with his wife, Patti, and son, Kevin, reside in Ramsey, NJ. Tom's son, a junior in high school, has just started looking at various schools in the Northeast and Tom is enjoying spending time with him as they visit the various schools this year.

            • Florida International University in Miami, FL
            • Wealth Advisor
            1251 Avenue of Americas
            2nd Floor
            New York, NY 10020
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            Matthew Dresnick, CFP

            Senior Wealth Strategy Associate

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            • AZ
            • CA
            • CT
            • DE
            • FL
            • IL
            • NC
            • NJ
            • NY
            • OH
            • SC
            • WA

            Matthew started his career in the financial service industry in 2003 and has held positions at Wachovia Securities, and Perrin Holden & Davenport Capital. He works primarily with (ultra) high net worth individuals and business owners. Matthew is a firm believer that through self—improvement, he is better suited to help clients achieve their goals. With that in mind, he obtained the designation of CERTIFIED FINANCIAL PLANNER in 2009 and more recently went back to school in 2015 to acquire his MBA; graduating, with honors, in 2017. He uses knowledge gained from both in-class and real world experiences to deepen his understanding of complex matters such as retirement & financial planning, asset allocation, and wealth transfer. He believes that through collaboration with his immediate team, and the resources of UBS, he is able to deliver a better client experience. He grew up in Miami, FL and attended undergraduate school at the University of North Carolina at Chapel Hill, graduating in 2003. Matthew resides in Montclair, NJ with his wife, Erin, and daughter, Natalie, where they are active in the community.

              • University of North Carolina at Chapel Hill
              • CERTIFIED FINANCIAL PLANNER™
              1251 Avenue of Americas
              2nd Floor
              New York, NY 10020
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              Theresa "Terry" Bowes

              Client Associate

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                Terry has over 36 years of experience in the financial service industry. Prior to joining UBS, she was a First Vice President at Prudential Securities in the management area of the firm. She currently oversees the administrative responsibilities for the group. She is the wife of Tom Bowes.

                      1251 Avenue of Americas
                      2nd Floor
                      New York, NY 10020

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                    Learn more at ubs.com/wealthway.

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