$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
First Vice President–Wealth Management
Financial Advisor
I began my career in 1981 working as a financial advisor and over the last 30 years I have been helping clients manage their wealth and plan for retirement. I joined UBS in 1993 after 7 years at Shearson Lehman Brothers and prior tenures at Jennison Associates and Atalanta Sosnoff. I focus my business around providing the best client experience possible. I take the time to get to know each client and their family so that together we are able to form a plan that fits their individual needs and goals.
With my clients, I emphasize a total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA registered and hold series 7 and 63 securities licenses as well as licenses for life, accident and health insurance, and annuities.
My bachelor's degree in Business Management with a minor in Economics and Finance is from the University of Tampa. My wife and I live with our two children in Scotch Plains, NJ, where I enjoy bicycling and playing golf.
Education
Credentials
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager