A plan for today, tomorrow and generations to come

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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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    Jill Bobigan

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WY

    As a Senior Vice President and Senior Portfolio Manager of Bobigan Wealth Management, Jill emphasizes asset allocation and risk management with a focus on retirement income planning. Having been managing clients' wealth for over 35 years covering a range of different market cycles, Jill has developed lifelong relationships built on mutual trust and complete transparency.

    Prior to joining UBS in 2008, Jill was a Senior Vice President and Portfolio Manager at Morgan Stanley for 26 years. Jill is a member of UBS’s prestigious President’s Council and holds the Chartered Retirement Planning Counselor (CRPC®), Chartered Retirement Planning Specialist (CRPS®), Chartered Mutual Fund Counselor (CMFC®), and UBS Wealth Advisor designations. Jill has a B.S. in biochemistry from the University of Connecticut and resides in New York City where she also serves as an executive chef and chauffeur for two hungry children!

     

    • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2020, 2021The Working Mother Magazine/SHOOK rating is awarded annually in October and is based on information from March of the prior year to March of the award year. 

      • Chartered Retirement Planning Counselor℠
      • Chartered Retirement Plans Specialist℠
      • Chartered Mutual Fund Counselor℠
      299 Park Avenue
      New York, NY 10171
    • Austin Engros

      Austin Engros

      Financial Advisor

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      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • KY
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • NC
      • ND
      • NH
      • NJ
      • NM
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WY

      As a Financial Advisor and Partner of Bobigan Wealth Management, Austin provides insight on asset allocation, inter-generational wealth transfer, investment strategies, tailored lending, and risk management. Prior to joining Bobigan Wealth Management, Austin was selected by UBS Wealth Management to join the firm’s highly competitive Graduate Training Program (GTP), a two year analyst program designed to prepare him for his current role as a Financial Advisor. Through this program, Austin developed strong skill sets in comprehensive wealth planning and investment management.

      Austin holds the FINRA Series 7 and 66 securities licenses as well as licenses in life, health and accident insurance. Austin grew up in Bronxville, NY and is a graduate of Hamilton College where he earned a B.A. in Public Policy and was a member of the varsity squash team. Austin resides in New York City and is an avid adventure traveler, proud Eagle Scout and fervent NY sports fan.

       

        • Hamilton College, B.A. in Public Policy
          299 Park Avenue
          New York, NY 10171
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          Michael DeVivio

          Senior Wealth Strategy Associate

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          • CA
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • MA
          • MD
          • MN
          • MO
          • NC
          • NJ
          • NY
          • OH
          • PA
          • RI
          • SC
          • TX
          • VT
          • WA
          • WY

          As a Senior Wealth Strategy Associate for Bobigan Wealth Management, Michael focuses on portfolio development and analytics, risk management and the due diligence of all marketable securities. With over two decades of industry experience covering a range of different market cycles, Michael provides a depth of expertise across many different investment strategies and wealth planning solutions.

          Prior to joining UBS in 2006, Michael managed multimillion dollar enterprise system projects for a Fortune 1000 company. Michael has a B.S. in finance from SUNY Old Westbury and has completed graduate coursework from Harvard University’s Extension School. Michael resides in Long Island, NY and enjoys coaching his son’s soccer team in his spare time.

            • SUNY Old Westbury, B.S. in Finance
              299 Park Avenue
              New York, NY 10171
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              Elizabeth Finan

              Investment Associate

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              • CA
              • CT
              • DE
              • FL
              • GA
              • IL
              • MA
              • MD
              • ND
              • NJ
              • NY
              • OH
              • PA
              • RI
              • TN
              • TX
              • VT

              As an Investment Associate for Bobigan Wealth Management, Elizabeth aims to provide the highest level of client service at all times. Elizabeth is primarily responsible for managing all client support functions, executing client’s trade orders, and aiding in all operational aspects of client needs.

              Elizabeth joined the firm in 1986 when it was still owned by PaineWebber. Elizabeth has a B.A. in economics from Fordham University, an M.B.A. from Fordham University Graduate School of Business, and Series 3, 7, and 66 securities licenses. Elizabeth resides in New York City and enjoys the art of photography and watercolor painting in her spare time.

               

                • Fordham University, B.A. in Economics
                • Fordham University Graduate School of Business, M.B.A.
                  299 Park Avenue
                  New York, NY 10171

                What did the Fed say?

                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.

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                As of 06/30/2022

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