Experience

Insights grounded in experience
For the past three decades, Leonard has helped affluent families and successful professionals pursue their financial goals. He creates a wealth management experience that is built around a personal approach, with a passion for taking care of his clients and helping to solve their complex investment challenges.

Prior to joining UBS in 2016, Leonard was a financial advisor at Wells Fargo Advisors, where he co-founded Boccia Quinn Wealth Management Group. He began his career as a fixed-income investor at W.J. Nolan & Co in 1989. Leonard works closely with his clients to create a plan built entirely around their financial life, goals and objectives, with a specialty in structuring Municipal bond portfolios that generate tax-free income.

Credentials that build confidence

• Chartered Retirement Planning Counselor^SM (CRPC®)
• Series 7 and 63 securities licenses
• B.S., marketing, State University of New York, New Paltz

Outside of work
Leonard volunteers his time and resources to Cardinal Spellman High School and SUNY New Paltz. He lives in Scarsdale, NY, with his wife and their two children, and he is a member of the Westchester Country Club. When not at work, he enjoys golfing, running and spending time with his family and friends. 

Insights grounded in experience

Steve has been making a difference in the financial lives of his clients since 2005. With an extensive planning background, Steve leads the comprehensive financial planning process for the team. He also specializes in portfolio construction, implementing tactical changes, and providing active oversight.

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.

Credentials that build confidence

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Retirement Planning Counselor^SM (CRPC®)
• Series 7 and 63 securities licenses
• B.A., dual major, economics and accounting, College of the Holy Cross

Outside of work
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 and in his personal life. Steve actively supports Brooklyn Jesuit Prep, a Catholic Jesuit middle school serving low-income students. He is also an accomplished plant-based Ironman triathlete, successfully completing 9 Ironman races and most recently the Ultraman Canada. Steve and his wife live in Westchester, NY, where he is a member of the Westchester Country Club. In his free time, he enjoys golfing and spending time with his family.

Insights grounded in experience
With nearly a decade of experience in the industry, Taylor focuses on investment management, asset allocation, and thoughtful financial planning. She helps clients invest strategically, take control of their wealth, and achieve financial wellness.

Passionate about helping women, successful young professionals, families, and business owners, Taylor is inspired by each client's unique goals and ambitions. She provides transparency, sophisticated planning, and advice throughout every stage of life.

Credentials that build confidence

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Series 7 and 66 securities licenses
• B.S., business administration, concentration in finance, University of North Carolina, Wilmington

Outside of work
Taylor enjoys travelling and spending time with her fiancé. She is actively involved in 100 Women in Finance, a non-profit organization that aims to support and empower young women and their career paths. Taylor currently resides in Manhattan and enjoys Pilates.

Insights grounded in experience                                                                                                                At every stage of his life, Tom has sought out opportunities to build strong relationships and advise his teammates, colleagues, and clients on achieving their goals. As a CERTIFIED FINANCIAL PLANNER™, Tom provides a tailored and consultative approach to wealth & estate planning for clients. Throughout the planning process, he shares his insight on asset allocation, investment strategies, tax efficiency, risk management and inter-generational wealth transfer. 

In his role, Tom is passionate about helping families, successful young professionals, and business owners. Prior to joining the team, Tom was an Associate Market Executive for UBS’ Manhattan Business responsible for leading and coaching 300+ individuals. His main responsibility was to partner with Financial Advisors in helping their clients achieve their financial goals. 

Tom lives in Brooklyn, NY with his wife Stephanie. In his free time, he enjoys rooting for his hometown Boston sports teams, staying active, golfing, and exploring NYC restaurants.

Credentials that build confidence

        CERTIFIED FINANCIAL PLANNER™ (CFP®)

        NY Life & Health Insurance

        Series 7, 9, 10 & 66 securities licenses 

        B.A. in economics and mathematics, Magna Cum Laude Boston College

Insights grounded in experience
Emma joined the Boccia Quinn Wealth Management Group in June of 2021. She graduated from SUNY New Paltz with a B.S. in Finance and minor in Law & Politics. As a Registered Client Service Associate, Emma provides administrative and operational support to assist clients.

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.