Experience

Makes all the difference

We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.

*Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances.

William Booker

Senior Vice President–Wealth Management

Financial Advisor

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

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • NC
  • NJ
  • NY
  • PA
  • SC
  • VA
  • WA
  • WV
500 Campus Drive
Florham Park, NJ 07932

Email Me

Richard A. Jambrina, CRPC

Senior Vice President

Financial Advisor

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

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • KY
  • MA
  • MD
  • NC
  • NJ
  • NY
  • PA
  • PR
  • SC
  • TX
  • VA
  • WA
  • WV

Credentials

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

Email Me

Samuel Booker, CFP

Director

Financial Advisor

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

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • KY
  • MA
  • MD
  • NC
  • NJ
  • NY
  • PA
  • SC
  • VA
  • WA
  • WV

Credentials

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

Email Me

Karen Joyner

Wealth Management Associate

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

Registered States:
  • DE
  • FL
  • IL
  • NC
  • NJ
  • NY
  • PA
500 Campus Drive
Florham Park, NJ 07932

Email Me

Tazha Perez

Client Associate

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

Registered States:
  • NJ
500 Campus Drive
Florham Park, NJ 07932

Email Me