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
    • NC
    • NJ
    • NY
    • PA
    • 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
          bill.booker@ubs.com
          William Booker
          500 Campus Drive,Florham Park,NJ,07932
        • Richard

          Richard A. Jambrina, CRPC

          Senior Vice President

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • KY
          • MA
          • MD
          • NC
          • NJ
          • NY
          • PA
          • PR
          • SC
          • TX
          • VA
          • 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
              richard.jambrina@ubs.com
              Richard A. Jambrina, CRPC
              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
              • KY
              • MA
              • MD
              • NC
              • NJ
              • NY
              • PA
              • SC
              • VA
              • 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
                  samuel.booker@ubs.com
                  Samuel Booker, CFP
                  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
                        karen.joyner@ubs.com
                        Karen Joyner
                        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
                              tazha.perez@ubs.com
                              Tazha Perez
                              500 Campus Drive,Florham Park,NJ,07932

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                            UBS and Credit Suisse—stronger than ever

                            Global Wealth Report 2024

                            Crafted wealth intelligence

                            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                            Gain additional insights into the trends shaping wealth in the US and around the world.

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                            A leader in wealth management

                            Backed by the strength of our parent company, UBS AG

                            $5.8+ trn

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                            As of 03/31/2024

                            51 countries

                            Our global footprint

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                            UBS is a leading and truly global wealth manager

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