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Private Wealth Management

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.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Douglas Braff

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Doug has over 39 years of experience in the financial services industry. He began his career in 1985 as a stockbroker for Kidder Peabody, where he created a nationwide group to handle all Rule 144 transactions and employee stock option transactions. He subsequently served as director of its Restricted Transaction Group until 1995, when the firm was acquired by PaineWebber. At UBS, Doug serves as the lead Financial Advisor on 17 corporate equity compensation programs.

Doug graduated from Vanderbilt University in 1982 with a B.A. in Economics and Business Administration.
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Hall of Fame, 2024
  The Barron's rating is awarded annually in June/July based on Barron's ratings received over the prior 10 years.
- Barron's Top 1,000 Financial Advisors, 2010, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 2018The 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 Advisors, 2018, 2019, 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.
- Vanderbilt University, B.A. Economics and Business Administration
- Private Wealth Advisor
- Corporate Stock Benefit Consultant
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

douglas.braff@ubs.com

Douglas Braff

525 Okeechobee Blvd.,West Palm Beach,FL,33401
Douglas Coughlin, CFP

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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.
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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.
- Villanova University, B.A. Economics, Minor in English
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER®
- Corporate Stock Benefit Consultant
- Wealth Advisor
- Retirement Plan Consultant
1285 Avenue Of The Americas
New York, NY 10019

douglas.coughlin@ubs.com

Douglas Coughlin, CFP

1285 Avenue Of The Americas,New York,NY,10019
Kelly Ganz, CFP, CIMA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Kelly started her career as a Client Service Associate with our team after graduation in 2004. Today, as a Financial Advisor, Kelly creates and revises comprehensive financial plans to assist clients with pursuing their financial goals. She analyzes clients’ assets, liabilities, and forecasted cash flows in relation to personal and financial goals. She also works closely with corporate executives to develop stock option exercise strategies.

Kelly holds the Certified Financial Planner™ (CFP®) certification, as well as the Certified Investment Management Analyst® (CIMA®) designation, from the Wharton School of the University of Pennsylvania. Kelly has also attained the Private Wealth Advisor designation.

Kelly is a supporter of No Greater Sacrifice and has been involved in fundraising for the Christopher and Dana Reeve Foundation. Kelly holds a B.A. in communications with a minor in business administration from Villanova University and an M.B.A. from Fordham University. She lives in New York City with her husband, Tom, and their three children. She enjoys running half marathons, practicing yoga, and playing tennis and golf.
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award 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.
- Fordham University, M.B.A.
- Villanova University, B.A. Communications, Minor in Business Administration
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Corporate Stock Benefit Consultant
1285 Avenue Of The Americas
New York, NY 10019

kelly.ganz@ubs.com

Kelly Ganz, CFP, CIMA

1285 Avenue Of The Americas,New York,NY,10019
Patrick R. DiSimone, CFP

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Pat entered the financial services industry in 2009 during the peak of the Great Recession. He has leveraged this experience at UBS, where he now helps clients navigate ever-changing market landscapes.

Pat has attained the Private Wealth Advisor designation. He also holds the Certified Financial PlannerTM (CFP®) certification and Corporate Stock Benefit Consultant designation. He works with individuals and families in creating comprehensive financial plans, while focusing on retirement planning, diversification, investment management and cash flow analysis.

Pat has experience in assisting corporate executives evaluate equity compensation and the impact those awards have on their overall financial plan. He specializes in 10b5-1 trading plans, block trading, the sale of restricted stock and stock options. He is a volunteer for the charity God’s Love We Deliver and is a supporter of the Gillian Fund and No Greater Sacrifice. In his spare time, he enjoys golfing, playing basketball and attending Yankees games. Pat lives in New Jersey with his wife, Kate, their daughter, Penelope and dog Otis.

Pat graduated from Rutgers University with a B.A. in Economics and a minor in Philosophy.
- Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award 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.
- Rutgers University, B.A. Economics, Minor in Philosophy
- CERTIFIED FINANCIAL PLANNER®
- Corporate Stock Benefit Consultant
1285 Avenue Of The Americas
New York, NY 10019

patrick.disimone@ubs.com

Patrick R. DiSimone, CFP

1285 Avenue Of The Americas,New York,NY,10019

Douglas Braff

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Doug has over 39 years of experience in the financial services industry. He began his career in 1985 as a stockbroker for Kidder Peabody, where he created a nationwide group to handle all Rule 144 transactions and employee stock option transactions. He subsequently served as director of its Restricted Transaction Group until 1995, when the firm was acquired by PaineWebber. At UBS, Doug serves as the lead Financial Advisor on 17 corporate equity compensation programs.

Doug graduated from Vanderbilt University in 1982 with a B.A. in Economics and Business Administration.
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Hall of Fame, 2024
  The Barron's rating is awarded annually in June/July based on Barron's ratings received over the prior 10 years.
- Barron's Top 1,000 Financial Advisors, 2010, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 2018The 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 Advisors, 2018, 2019, 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.
- Vanderbilt University, B.A. Economics and Business Administration
- Private Wealth Advisor
- Corporate Stock Benefit Consultant
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

douglas.braff@ubs.com

Douglas Braff

525 Okeechobee Blvd.,West Palm Beach,FL,33401
Douglas Coughlin, CFP

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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.
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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.
- Villanova University, B.A. Economics, Minor in English
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER®
- Corporate Stock Benefit Consultant
- Wealth Advisor
- Retirement Plan Consultant
1285 Avenue Of The Americas
New York, NY 10019

douglas.coughlin@ubs.com

Douglas Coughlin, CFP

1285 Avenue Of The Americas,New York,NY,10019
Kelly Ganz, CFP, CIMA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Kelly started her career as a Client Service Associate with our team after graduation in 2004. Today, as a Financial Advisor, Kelly creates and revises comprehensive financial plans to assist clients with pursuing their financial goals. She analyzes clients’ assets, liabilities, and forecasted cash flows in relation to personal and financial goals. She also works closely with corporate executives to develop stock option exercise strategies.

Kelly holds the Certified Financial Planner™ (CFP®) certification, as well as the Certified Investment Management Analyst® (CIMA®) designation, from the Wharton School of the University of Pennsylvania. Kelly has also attained the Private Wealth Advisor designation.

Kelly is a supporter of No Greater Sacrifice and has been involved in fundraising for the Christopher and Dana Reeve Foundation. Kelly holds a B.A. in communications with a minor in business administration from Villanova University and an M.B.A. from Fordham University. She lives in New York City with her husband, Tom, and their three children. She enjoys running half marathons, practicing yoga, and playing tennis and golf.
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award 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.
- Fordham University, M.B.A.
- Villanova University, B.A. Communications, Minor in Business Administration
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Corporate Stock Benefit Consultant
1285 Avenue Of The Americas
New York, NY 10019

kelly.ganz@ubs.com

Kelly Ganz, CFP, CIMA

1285 Avenue Of The Americas,New York,NY,10019
Patrick R. DiSimone, CFP

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Pat entered the financial services industry in 2009 during the peak of the Great Recession. He has leveraged this experience at UBS, where he now helps clients navigate ever-changing market landscapes.

Pat has attained the Private Wealth Advisor designation. He also holds the Certified Financial PlannerTM (CFP®) certification and Corporate Stock Benefit Consultant designation. He works with individuals and families in creating comprehensive financial plans, while focusing on retirement planning, diversification, investment management and cash flow analysis.

Pat has experience in assisting corporate executives evaluate equity compensation and the impact those awards have on their overall financial plan. He specializes in 10b5-1 trading plans, block trading, the sale of restricted stock and stock options. He is a volunteer for the charity God’s Love We Deliver and is a supporter of the Gillian Fund and No Greater Sacrifice. In his spare time, he enjoys golfing, playing basketball and attending Yankees games. Pat lives in New Jersey with his wife, Kate, their daughter, Penelope and dog Otis.

Pat graduated from Rutgers University with a B.A. in Economics and a minor in Philosophy.
- Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award 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.
- Rutgers University, B.A. Economics, Minor in Philosophy
- CERTIFIED FINANCIAL PLANNER®
- Corporate Stock Benefit Consultant
1285 Avenue Of The Americas
New York, NY 10019

patrick.disimone@ubs.com

Patrick R. DiSimone, CFP

1285 Avenue Of The Americas,New York,NY,10019

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Philanthropy

What are the causes you are passionate about? Whatever your objectives, we can help you explore new and innovative ways to make a positive impact on the world. Through our network and the UBS Family Advisory and Philanthropy Services, we’ll work with you and family members to help provide education on philanthropy, practical solutions and tax-efficient investment strategies for creating a meaningful and lasting legacy.

Workplace Wealth Solutions

Retirement planning

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.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Global access. Strategic solutions.

Pursuing your goals together

Douglas Braff

Douglas Coughlin, CFP

Kelly Ganz, CFP, CIMA

Patrick R. DiSimone, CFP