$5.9+ trn
UBS Group invested assets
As of 06/30/2024
When it comes to providing the best solution to administering an equity compensation plan, it’s more important than ever to have the right team by your side.
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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
Doug has been with the firm his entire career, where he attained the Private Wealth Advisor designation. He holds the Certified Financial Planner™ (CFP®) certification.
Doug is also an Investment Management Consultant with a focus on retirement planning, allocation strategies, cash flow analysis and executing estate planning strategies for individuals as well as corporations. His corporate clients have included well known industry leaders.
Doug is a supporter of No Greater Sacrifice and a mentor to military veterans transitioning from active duty to Wall Street through a program sponsored by American Corporate Partners. In his spare time, Doug volunteers as the Director of Basketball Operations for the Academy of Our Lady in Glen Rock, NJ. He also sits on the board of the Academy of Our Lady Fathers Guild and is a board member for the Archdiocese of Newark Pension. He resides in Glen Rock, NJ with his wife, Maureen, and their four children.
Doug graduated from Villanova University in 1991 with a BA in Economics and a minor in English.
Doug has been with the firm his entire career, where he attained the Private Wealth Advisor designation. He holds the Certified Financial Planner™ (CFP®) certification.
Doug is also an Investment Management Consultant with a focus on retirement planning, allocation strategies, cash flow analysis and executing estate planning strategies for individuals as well as corporations. His corporate clients have included well known industry leaders.
Doug is a supporter of No Greater Sacrifice and a mentor to military veterans transitioning from active duty to Wall Street through a program sponsored by American Corporate Partners. In his spare time, Doug volunteers as the Director of Basketball Operations for the Academy of Our Lady in Glen Rock, NJ. He also sits on the board of the Academy of Our Lady Fathers Guild and is a board member for the Archdiocese of Newark Pension. He resides in Glen Rock, NJ with his wife, Maureen, and their four children.
Doug graduated from Villanova University in 1991 with a BA in Economics and a minor in English.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Coordinating with retirement plan sponsors, executive management, plan trustees, committees and external advisors, we can provide strategic guidance, education and investment oversight to support your regulatory governance. In addition, we develop financial wellness education for employees at all levels of your organization.
We focus on a collaborative approach that looks at all of the moving parts of your company retirement plan. This assessment helps us make more informed and tailored recommendations about streamlining design, provisions, budgets, regulatory compliance recordkeeping and, most important, retirement planning education for employees.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager