Financial planning and beyond

Meeting in a office

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • William

    William Booker

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KY
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NY
    • PA
    • PR
    • SC
    • VA
    • WA
    • WV
    California University of Pennsylvania, BA Political Science; University of Pittsburgh, MBA Finance; 27 year career at Merrill Lynch; NASD Series 7, 8, 24, 55, 66, Life Insurance

          500 Campus Drive
          Florham Park, NJ 07932
        • Richard

          Richard A. Jambrina, CRPC

          Vice President–Investments

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • KY
          • LA
          • MA
          • MD
          • NC
          • NJ
          • NY
          • PA
          • PR
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WV

          Northland College, BS Economic Policy; 17 year career at Merrill Lynch; NASD Series 7, 63 & 65, Health & Life Insurance, Chartered Retirement Planning Consultant

              • Chartered Retirement Planning Counselor℠
              500 Campus Drive
              Florham Park, NJ 07932
            • Samuel Booker

              Samuel Booker, CFP

              Director

              Financial Advisor

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              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • IL
              • KS
              • KY
              • MA
              • MD
              • NC
              • NJ
              • NY
              • PA
              • PR
              • SC
              • VA
              • VT
              • WA
              • WV

              James Madison University, B.B.A Business Marketing; 7 year career at UBS; NASD Series 7, 66, 79, CERTIFIED FINANCIAL PLANNER™ professional

                  • CERTIFIED FINANCIAL PLANNER™
                  500 Campus Drive
                  Florham Park, NJ 07932
                • Karen

                  Karen Joyner

                  Wealth Management Associate

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                  • DE
                  • FL
                  • IL
                  • NC
                  • NJ
                  • NY
                  • PA

                  University of Massachusetts, BBA Marketing; Rutgers University, MBA; 20 year career at Merrill Lynch; Professional Registrations include NASD Series 7, 55 & 66

                        500 Campus Drive
                        Florham Park, NJ 07932
                      • Tazha

                        Tazha Perez

                        Client Associate

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                        • NJ
                        Kean University, BS Management Science; 10 year career at Merrill Lynch; NASD Series 7 & 66

                              500 Campus Drive
                              Florham Park, NJ 07932

                            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