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
    • NH
    • NJ
    • NY
    • PA
    • SC
    • TN
    • VA
    • WA
    • WV

    California University of Pennsylvania, BA Political Science; University of Pittsburgh, MBA Finance; 15 year career at UBS, 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
          • IL
          • KY
          • MA
          • MD
          • NC
          • NH
          • NJ
          • NY
          • PA
          • PR
          • SC
          • TN
          • TX
          • VA
          • WA
          • WV

          Northland College, BS Economic Policy; 15 year career at UBS, 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
              • IL
              • KY
              • MA
              • MD
              • NC
              • NH
              • NJ
              • NY
              • PA
              • SC
              • TN
              • VA
              • WA
              • WV

              James Madison University, B.B.A Business Marketing; 12 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
                • Tazha

                  Tazha Perez

                  Client Associate

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                  • NJ

                  Kean University, BS Management Science; 15 year career at UBS, 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
                      Three generations in apple orchard

                      Turn possibilities into a plan

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                      A leading global wealth manager

                      Fausto

                      Tariffs, volatility and your portfolio

                      Are you ready?

                      In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                      We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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                      UBS Group invested assets
                      As of 12/31/2024

                      51 countries

                      Our global footprint

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                      UBS is a leading and truly global wealth manager

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