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 volunteering as a referee for his children’s youth basketball teams.

Insights grounded in experience
Steve has been making a difference in the financial lives of the clients he serves since 2005. With a focus on his clients’ unique goals and the challenges they face through all phases of life, he’s passionate about helping them pursue their financial futures with confidence. 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. He looks at each relationship as a long-term partnership, with a deep commitment to helping his clients address their most important short-term and long-term priorities.

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. Prior to joining UBS in 2016, Steve was a Financial Advisor at Wells Fargo Advisors and a co-founder of the Boccia Quinn Wealth Management Group.

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
When it comes to giving back to the community, Steve actively supports Brooklyn Jesuit Prep, a Catholic Jesuit middle school serving low-income students. He is an accomplished plant-based Ironman triathlete and has successfully competed in 10 competitions, including qualifying for three Ironman World Championships in Kona, Hawaii. 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
Taylor joined the Boccia Quinn Wealth Management Group in 2018. Bringing her experience in client service to the practice, Taylor’s focus on the team is investment management, asset allocation, and thoughtful financial planning. She helps clients invest strategically to take control of their wealth and achieve financial wellness.

Taylor is passionate about helping women, successful young professionals and their families, and business owners. Inspired by each client's unique goals and ambitions, Taylor provides transparency, sophisticated planning and advice on their journey through 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 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
Emma joined the Boccia Quinn Wealth Management Group in June of 2021. She recently 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
Emma currently resides in Manhattan. In her free time, she enjoys skiing and playing tennis as well as spending time with family and friends.