Your goals. Our comprehensive plan.

Why work with us?

Our multi-generational team of Financial Advisors, each with advanced designations and degrees, brings a wealth of experience and perspectives.

We specialize in:

Tax-free income portfolios
Customized and disciplined equity management
Comprehensive financial planning

We invite you to swipe through to read more about these services and how we work with clients to find the best solution for them.

Connect with us

Tax-free income portfolios

For more than 30 years, Lenny has specialized in structuring municipal bond portfolios designed to generate tax-free income, offering clients both stability and strategic tax efficiency. His knowledge of municipal issuers across the country gives clients the confidence that regardless of their state of residence, Lenny can assist in constructing a high credit quality portfolio.

Customized and disciplined equity management

As a Senior Portfolio Manager, Jason provides clients with customized, diversified multi-asset portfolios that align with their long-term financial goals. His expertise is grounded in years of experience as an equity research analyst in Santiago, Chile and Quito, Ecuador. This global background informs his disciplined approach to equity selection.

Comprehensive financial planning

As Certified Financial Planners, Steve, Taylor, and Tom lead the financial planning process. We begin each relationship with a series of in-depth conversations to understand where you are today and what you are looking to achieve.

To ensure all aspects of your financial life are in sync, working together to reach your goals, we collaborate with your estate attorney and accountant.

The Consistency Factor - Episode 1

We sat down with James Kennedy, President of Brooklyn Jesuit Prep, a Catholic Jesuit middle school serving low-income families of diverse races, ethnicities, and faiths in East Flatbush, Brooklyn.

We discuss James’s journey to his current role as President of BJP. We dive into his experiences along the way, how they shaped his leadership philosophy, and how he leaves an impact on the students.

Leonard Boccia, CRPC

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Insights grounded in experience

For more than 30 years, Lenny has guided affluent families and accomplished professionals in pursuing their financial goals. His approach to wealth management is deeply personal—rooted in trust, tailored advice, and a passion for helping clients navigate complex financial challenges with clarity and confidence.

Lenny joined UBS in 2016 after serving as a financial advisor at Wells Fargo Advisors, where he co-founded the Boccia Quinn Wealth Management Group. He began his career in 1989 as a fixed-income investor at W.J. Nolan & Co., building a foundation in municipal bonds and portfolio construction. Today, Lenny works closely with clients to develop customized financial plans centered on their unique lives, aspirations, and long-term objectives. He specializes in structuring municipal bond portfolios designed to generate tax-free income, offering clients both stability and strategic tax efficiency.

Credentials that build confidence
- Chartered Retirement Planning Counselor (CRPC)
- NY Life and Health Insurance
- Series 7 and 63 securities licenses
- B.S., marketing, State University of New York, New Paltz
Outside of work

Lenny is actively involved in giving back, supporting Cardinal Spellman High School and SUNY New Paltz through both volunteerism and philanthropy. He resides in Scarsdale, NY, with his wife and their two children. Outside of work, Lenny enjoys golfing at Westchester Country Club, running, and spending quality time with his family and friends.
- Barron's Top 1,200 Financial Advisors, 2019
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
299 Park Avenue
New York, NY 10017

leonard.boccia@ubs.com

Leonard Boccia, CRPC

299 Park Avenue,New York,NY,10017
Steven Quinn, CFP, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Insights grounded in experience

Steve has been making a difference in the financial lives of his clients for over 20 years. With an extensive planning background, Steve leads the comprehensive financial planning process for the team. His expertise and depth of knowledge on financial markets position him to create truly customized and tax-efficient financial solutions for executives, business owners, and families. His clients value the financial roadmap he designs for them, ensuring a successful future.

With a focus on creating partnerships and trust, Steve maintains a deep commitment to helping clients address their short-term and long-term priorities to navigate their financial situation through all phases of life. Steve played basketball at College of the Holy Cross, and being on a team has directly translated into the discipline and structure he utilizes while working with clients.

Credentials that build confidence
- Certified Financial Planner (CFP)
- Chartered Retirement Planning Counselor (CRPC)
- NY Life and Health Insurance
- Series 7 and 63 securities licenses
- B.A., dual major, economics and accounting, College of the Holy Cross
Outside of work

Steve serves on the Board of Brooklyn Jesuit Prep, a Catholic Jesuit middle school, that educates low-income students. He is also an accomplished plant-based Ultra Endurance Athlete, successfully completing 9 Ironman races (3x Hawaii Qualifier) and most recently Ultraman Canada. Steve and his wife live in Westchester, NY. In his free time he enjoys spending time with his family and lifelong friends and training for his next endurance adventure.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
299 Park Avenue
New York, NY 10017

steven.quinn@ubs.com

Steven Quinn, CFP, CRPC

299 Park Avenue,New York,NY,10017
Jason Kubica

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Insights grounded in experience

Jason brings two decades of experience helping families, individuals, and business owners plan for their futures and manage wealth with purpose. As a Senior Portfolio Manager, he provides advanced portfolio management and strategic planning, specializing in financial planning, asset management, and wealth transfer strategies.

Before joining UBS, Jason built a strong foundation in financial analysis and corporate strategy. He worked as an equity research analyst and business planner for global firms, including as a member of the strategic planning group at Reuters Group PLC in New York (now Thomson Reuters), and as a research analyst for investment banks in Santiago, Chile, and Quito, Ecuador. This international experience informs his disciplined, global approach to wealth management.

Credentials that build confidence
- Senior Portfolio Manager
- Series 7, 31, and 66 securities licenses
- MBA, finance and management, Columbia University
- B.A., english literature, Emory University
Outside of work

Jason lives in Brooklyn, NY with his wife, Rosamund, and their two children. He is deeply committed to educational equity and served on the Foundation Board of the CUNY School of Professional Studies (SPS), supporting adult learners in achieving their academic and career goals through affordable degree programs.
299 Park Avenue
New York, NY 10017

jason.kubica@ubs.com

Jason Kubica

299 Park Avenue,New York,NY,10017
Taylor Chaplin, CFP

Financial Advisor

CERTIFIED FINANCIAL PLANNER®
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Insights grounded in experience

With nearly a decade of experience, Taylor brings a strategic and personalized approach to holistic financial planning, investment management, and asset allocation. She works closely with clients to help them invest wisely, take control of their wealth, and achieve lasting financial wellness.

Taylor, alongside Tom, specializes in working with attorneys, business owners, and tech employees - particularly those establishing retirement maximization strategies as well as complex equity compensation and corporate stock. She is especially passionate about empowering women to build financial financial confidence and independence through thoughtful, personalized planning.

Credentials that build confidence
- Certified Financial Planner (CFP)
- NY Life and Health Insurance
- Series 7 and 66 securities licenses
- B.S., business administration, concentration in finance, University of North Carolina, Wilmington
Outside of work

Taylor lives in Brooklyn, NY with her husband and is an active member of the Sutton Place Synagogue. She is involved in 100 Women in Finance, a non-profit organization that aims to support and empower young women and their career paths. Taylor enjoys traveling, spending time with family, and pilates.
- CERTIFIED FINANCIAL PLANNER®
299 Park Avenue
New York, NY 10017

taylor.bodemann@ubs.com

Taylor Chaplin, CFP

299 Park Avenue,New York,NY,10017
Thomas Clarkson, CFP

Financial Advisor

CERTIFIED FINANCIAL PLANNER®
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Insights grounded in experience

At every stage of his life, Tom has focused on building lasting relationships and providing thoughtful, personalized guidance to help others achieve their goals. As a Certified Financial Planner, he takes a consultative and customized approach to wealth and estate planning, offering clients strategic insights in areas such as asset allocation, investment strategies, tax efficiency, and intergenerational wealth transfer.

Tom, alongside Taylor, specializes in working with attorneys, business owners, and tech employees - particularly those establishing retirement maximization strategies as well as complex equity compensation and corporate stock. He is passionate about helping clients make informed decisions and develop long-term strategies that align with their personal and professional lives.

Credentials that build confidence
- Certified Financial Planner (CFP)
- NY Life and Health Insurance
- Series 7, 9, 10 & 66 securities licenses
- B.A., dual major, economics and mathematics, Boston College
Outside of work

Tom lives in Brooklyn, NY with his wife. In his free time, he enjoys staying active, training & competing in Hyrox events, golfing, and exploring NYC restaurants.
- CERTIFIED FINANCIAL PLANNER®
299 Park Avenue
New York, NY 10017

thomas.clarkson@ubs.com

Thomas Clarkson, CFP

299 Park Avenue,New York,NY,10017
Emma Messenger

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Insights grounded in experience

Emma joined the team over 4 years ago as a Wealth Strategy Associate. She leads the group's front-to-back operations, handles account maintenance, and provides a white-glove client experience. Emma supports the advisors in delivering strategies, coordinating client communication, and streamlining complex transactions to ensure financial needs are met with precision and care.

Credentials that build confidence
- Series 7 and 66 securities licenses
- B.S., finance, State University of New York, New Paltz
Outside of work

In her free time, she enjoys skiing, playing tennis, and spending time with family and friends.
299 Park Avenue
New York, NY 10017

emma.messenger@ubs.com

Emma Messenger

299 Park Avenue,New York,NY,10017

Olivia Boccia

Registered Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
Insights grounded in experience

Olivia joined the team in August of 2024. As a Registered Client Service associate, Olivia manages the day-to-day operational workflow and ensures a seamless and timely client experience. She delivers personalized client support by overseeing account maintenance and serving as a primary point of contact for client inquiries.

Credentials that build confidence
- Series 7 and 66 securities licenses
- B.S., finance, Tulane University
Outside of work

In Olivia's free time, she enjoys playing tennis, trying new NYC restaurants, and spending time at the beach.
299 Park Avenue
New York, NY 10017

olivia.boccia@ubs.com

Olivia Boccia

299 Park Avenue,New York,NY,10017
Amy Provost

Investment Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
Insights grounded in experience

Amy has over twenty years of experience helping clients manage the operational and investment aspects of their financial affairs. She joined UBS in 1995 and previously worked in the equity research group at Neuberger Berman. She manages the execution of business operations by providing high-level operational support and oversight, ensuring accuracy, and timely execution of all requests.

Credentials that build confidence
- Series 7 and 63 securities licenses
- B.S., consumer economics, University of Maryland
Outside of work

In her free time, Amy enjoys kickboxing and spending time with her son, Aidan.
299 Park Avenue
New York, NY 10017

amy.provost@ubs.com

Amy Provost

299 Park Avenue,New York,NY,10017

Leonard Boccia, CRPC

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Insights grounded in experience

For more than 30 years, Lenny has guided affluent families and accomplished professionals in pursuing their financial goals. His approach to wealth management is deeply personal—rooted in trust, tailored advice, and a passion for helping clients navigate complex financial challenges with clarity and confidence.

Lenny joined UBS in 2016 after serving as a financial advisor at Wells Fargo Advisors, where he co-founded the Boccia Quinn Wealth Management Group. He began his career in 1989 as a fixed-income investor at W.J. Nolan & Co., building a foundation in municipal bonds and portfolio construction. Today, Lenny works closely with clients to develop customized financial plans centered on their unique lives, aspirations, and long-term objectives. He specializes in structuring municipal bond portfolios designed to generate tax-free income, offering clients both stability and strategic tax efficiency.

Credentials that build confidence
- Chartered Retirement Planning Counselor (CRPC)
- NY Life and Health Insurance
- Series 7 and 63 securities licenses
- B.S., marketing, State University of New York, New Paltz
Outside of work

Lenny is actively involved in giving back, supporting Cardinal Spellman High School and SUNY New Paltz through both volunteerism and philanthropy. He resides in Scarsdale, NY, with his wife and their two children. Outside of work, Lenny enjoys golfing at Westchester Country Club, running, and spending quality time with his family and friends.
- Barron's Top 1,200 Financial Advisors, 2019
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
299 Park Avenue
New York, NY 10017

leonard.boccia@ubs.com

Leonard Boccia, CRPC

299 Park Avenue,New York,NY,10017
Steven Quinn, CFP, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Insights grounded in experience

Steve has been making a difference in the financial lives of his clients for over 20 years. With an extensive planning background, Steve leads the comprehensive financial planning process for the team. His expertise and depth of knowledge on financial markets position him to create truly customized and tax-efficient financial solutions for executives, business owners, and families. His clients value the financial roadmap he designs for them, ensuring a successful future.

With a focus on creating partnerships and trust, Steve maintains a deep commitment to helping clients address their short-term and long-term priorities to navigate their financial situation through all phases of life. Steve played basketball at College of the Holy Cross, and being on a team has directly translated into the discipline and structure he utilizes while working with clients.

Credentials that build confidence
- Certified Financial Planner (CFP)
- Chartered Retirement Planning Counselor (CRPC)
- NY Life and Health Insurance
- Series 7 and 63 securities licenses
- B.A., dual major, economics and accounting, College of the Holy Cross
Outside of work

Steve serves on the Board of Brooklyn Jesuit Prep, a Catholic Jesuit middle school, that educates low-income students. He is also an accomplished plant-based Ultra Endurance Athlete, successfully completing 9 Ironman races (3x Hawaii Qualifier) and most recently Ultraman Canada. Steve and his wife live in Westchester, NY. In his free time he enjoys spending time with his family and lifelong friends and training for his next endurance adventure.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
299 Park Avenue
New York, NY 10017

steven.quinn@ubs.com

Steven Quinn, CFP, CRPC

299 Park Avenue,New York,NY,10017
Jason Kubica

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Insights grounded in experience

Jason brings two decades of experience helping families, individuals, and business owners plan for their futures and manage wealth with purpose. As a Senior Portfolio Manager, he provides advanced portfolio management and strategic planning, specializing in financial planning, asset management, and wealth transfer strategies.

Before joining UBS, Jason built a strong foundation in financial analysis and corporate strategy. He worked as an equity research analyst and business planner for global firms, including as a member of the strategic planning group at Reuters Group PLC in New York (now Thomson Reuters), and as a research analyst for investment banks in Santiago, Chile, and Quito, Ecuador. This international experience informs his disciplined, global approach to wealth management.

Credentials that build confidence
- Senior Portfolio Manager
- Series 7, 31, and 66 securities licenses
- MBA, finance and management, Columbia University
- B.A., english literature, Emory University
Outside of work

Jason lives in Brooklyn, NY with his wife, Rosamund, and their two children. He is deeply committed to educational equity and served on the Foundation Board of the CUNY School of Professional Studies (SPS), supporting adult learners in achieving their academic and career goals through affordable degree programs.
299 Park Avenue
New York, NY 10017

jason.kubica@ubs.com

Jason Kubica

299 Park Avenue,New York,NY,10017
Taylor Chaplin, CFP

Financial Advisor

CERTIFIED FINANCIAL PLANNER®
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Insights grounded in experience

With nearly a decade of experience, Taylor brings a strategic and personalized approach to holistic financial planning, investment management, and asset allocation. She works closely with clients to help them invest wisely, take control of their wealth, and achieve lasting financial wellness.

Taylor, alongside Tom, specializes in working with attorneys, business owners, and tech employees - particularly those establishing retirement maximization strategies as well as complex equity compensation and corporate stock. She is especially passionate about empowering women to build financial financial confidence and independence through thoughtful, personalized planning.

Credentials that build confidence
- Certified Financial Planner (CFP)
- NY Life and Health Insurance
- Series 7 and 66 securities licenses
- B.S., business administration, concentration in finance, University of North Carolina, Wilmington
Outside of work

Taylor lives in Brooklyn, NY with her husband and is an active member of the Sutton Place Synagogue. She is involved in 100 Women in Finance, a non-profit organization that aims to support and empower young women and their career paths. Taylor enjoys traveling, spending time with family, and pilates.
- CERTIFIED FINANCIAL PLANNER®
299 Park Avenue
New York, NY 10017

taylor.bodemann@ubs.com

Taylor Chaplin, CFP

299 Park Avenue,New York,NY,10017
Thomas Clarkson, CFP

Financial Advisor

CERTIFIED FINANCIAL PLANNER®
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Insights grounded in experience

At every stage of his life, Tom has focused on building lasting relationships and providing thoughtful, personalized guidance to help others achieve their goals. As a Certified Financial Planner, he takes a consultative and customized approach to wealth and estate planning, offering clients strategic insights in areas such as asset allocation, investment strategies, tax efficiency, and intergenerational wealth transfer.

Tom, alongside Taylor, specializes in working with attorneys, business owners, and tech employees - particularly those establishing retirement maximization strategies as well as complex equity compensation and corporate stock. He is passionate about helping clients make informed decisions and develop long-term strategies that align with their personal and professional lives.

Credentials that build confidence
- Certified Financial Planner (CFP)
- NY Life and Health Insurance
- Series 7, 9, 10 & 66 securities licenses
- B.A., dual major, economics and mathematics, Boston College
Outside of work

Tom lives in Brooklyn, NY with his wife. In his free time, he enjoys staying active, training & competing in Hyrox events, golfing, and exploring NYC restaurants.
- CERTIFIED FINANCIAL PLANNER®
299 Park Avenue
New York, NY 10017

thomas.clarkson@ubs.com

Thomas Clarkson, CFP

299 Park Avenue,New York,NY,10017
Emma Messenger

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Insights grounded in experience

Emma joined the team over 4 years ago as a Wealth Strategy Associate. She leads the group's front-to-back operations, handles account maintenance, and provides a white-glove client experience. Emma supports the advisors in delivering strategies, coordinating client communication, and streamlining complex transactions to ensure financial needs are met with precision and care.

Credentials that build confidence
- Series 7 and 66 securities licenses
- B.S., finance, State University of New York, New Paltz
Outside of work

In her free time, she enjoys skiing, playing tennis, and spending time with family and friends.
299 Park Avenue
New York, NY 10017

emma.messenger@ubs.com

Emma Messenger

299 Park Avenue,New York,NY,10017
Olivia Boccia

Registered Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
Insights grounded in experience

Olivia joined the team in August of 2024. As a Registered Client Service associate, Olivia manages the day-to-day operational workflow and ensures a seamless and timely client experience. She delivers personalized client support by overseeing account maintenance and serving as a primary point of contact for client inquiries.

Credentials that build confidence
- Series 7 and 66 securities licenses
- B.S., finance, Tulane University
Outside of work

In Olivia's free time, she enjoys playing tennis, trying new NYC restaurants, and spending time at the beach.
299 Park Avenue
New York, NY 10017

olivia.boccia@ubs.com

Olivia Boccia

299 Park Avenue,New York,NY,10017
Amy Provost

Investment Associate
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Insights grounded in experience

Amy has over twenty years of experience helping clients manage the operational and investment aspects of their financial affairs. She joined UBS in 1995 and previously worked in the equity research group at Neuberger Berman. She manages the execution of business operations by providing high-level operational support and oversight, ensuring accuracy, and timely execution of all requests.

Credentials that build confidence
- Series 7 and 63 securities licenses
- B.S., consumer economics, University of Maryland
Outside of work

In her free time, Amy enjoys kickboxing and spending time with her son, Aidan.
299 Park Avenue
New York, NY 10017

amy.provost@ubs.com

Amy Provost

299 Park Avenue,New York,NY,10017

Man working on laptop during virtual call

Planning for a changing tax landscape

Helping women take charge

A plan to simplify your financial life

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.

Your goals. Our comprehensive plan.

Boccia Quinn Kubica Wealth Management

Why work with us?

Tax-free income portfolios

Customized and disciplined equity management

Comprehensive financial planning

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The Consistency Factor - Episode 1

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Leonard Boccia, CRPC

Steven Quinn, CFP, CRPC

Jason Kubica

Taylor Chaplin, CFP

Thomas Clarkson, CFP

Emma Messenger

Olivia Boccia

Amy Provost

Leonard Boccia, CRPC

Steven Quinn, CFP, CRPC

Jason Kubica

Taylor Chaplin, CFP

Thomas Clarkson, CFP

Emma Messenger

Olivia Boccia

Amy Provost

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Education

Credentials

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Education

Credentials

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Planning for a changing tax landscape

Helping women take charge

A plan to simplify your financial life

Tariffs, volatility and your portfolio

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Start the conversation

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