Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

Robert Devaney, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- NC
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- UT
- VA
- WI
Bob is a Chartered Retirement Planning Counselor with over 27 years of experience in the financial services industry. He takes pride in being able to help individuals and families manage their investments, navigate the complexities of modern financial life, with a view to their long-term objectives. In creating an investment plan for your important life goals, he utilizes a disciplined approach to managing risk while balancing growth and preservation over time. Bob’s portfolio management anchors investment ideas and strategies in a deep understanding of all you want to accomplish, as well as, timely research insights and market trends. He crafts financial solutions and strategies for our diverse client base, providing insight, and proven value to help clients get the big decisions right.
- Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026The 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.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Chartered Retirement Planning Counselor
109 North Avenue
2nd Floor
Westfield, NJ 07090

robert.devaney@ubs.com

Robert Devaney, CRPC

109 North Avenue,Westfield,NJ,07090
Jaime Santos Banghart, CRPC

Authorized Officer

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- NC
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- UT
- VA
- WI
Jaime is the Devaney Wealth Management team’s Senior Wealth Strategy Associate. She works closely with clients to build a comprehensive financial plan, ensuring that the plan remains aligned with their overall goals and objectives over time. With a deep understanding of the unique challenges faced by those simultaneously caring for aging parents and supporting their own children, Jaime is passionate about providing guidance and support towards the achievement of all our clients’ financial goals, regardless of their stage in life. Utilizing insight earned over 20 years of financial services experience, Jaime focuses on clients’ financial goal analysis, daily portfolio operations, as well as, the team’s practice management, and strategy implementation.
- Chartered Retirement Planning Counselor
109 North Avenue
2nd Floor
Westfield, NJ 07090

jaime.santos@ubs.com

Jaime Santos Banghart, CRPC

109 North Avenue,Westfield,NJ,07090
Kyle Tierney

Client Associate
View bio
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- NC
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- UT
- VA
- WI
Kyle Tierney is the Client Service Associate for the Devaney Wealth Management team. A graduate of The College of New Jersey with a B.S. in Finance, he holds the SIE, Series 66, and Life and Health Insurance licenses. As a primary point of contact for clients, Kyle is dedicated to delivering exceptional service while supporting their operational and administrative needs with precision.

Kyle resides in Edison, New Jersey, and enjoys golfing, fishing, fitness, and traveling.
109 North Avenue
2nd Floor
Westfield, NJ 07090

kyle.tierney@ubs.com

Kyle Tierney

109 North Avenue,Westfield,NJ,07090
William Devaney

Intern
View bio
Will Devaney is a rising senior at the University of Rhode Island studying Economics. As an intern on our team, he provides valuable support across a variety of client service and operational functions, helping ensure that processes are carried out efficiently and accurately. Will brings a positive attitude and strong attention to detail to every project he undertakes. With one year remaining before graduation, he is exploring future opportunities in finance, marketing, and writing.
109 North Avenue
2nd Floor
Westfield, NJ 07090

william.devaney@ubs.com

William Devaney

109 North Avenue,Westfield,NJ,07090

Robert Devaney, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- NC
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- UT
- VA
- WI
Bob is a Chartered Retirement Planning Counselor with over 27 years of experience in the financial services industry. He takes pride in being able to help individuals and families manage their investments, navigate the complexities of modern financial life, with a view to their long-term objectives. In creating an investment plan for your important life goals, he utilizes a disciplined approach to managing risk while balancing growth and preservation over time. Bob’s portfolio management anchors investment ideas and strategies in a deep understanding of all you want to accomplish, as well as, timely research insights and market trends. He crafts financial solutions and strategies for our diverse client base, providing insight, and proven value to help clients get the big decisions right.
- Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026The 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.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Chartered Retirement Planning Counselor
109 North Avenue
2nd Floor
Westfield, NJ 07090

robert.devaney@ubs.com

Robert Devaney, CRPC

109 North Avenue,Westfield,NJ,07090
Jaime Santos Banghart, CRPC

Authorized Officer

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- NC
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- UT
- VA
- WI
Jaime is the Devaney Wealth Management team’s Senior Wealth Strategy Associate. She works closely with clients to build a comprehensive financial plan, ensuring that the plan remains aligned with their overall goals and objectives over time. With a deep understanding of the unique challenges faced by those simultaneously caring for aging parents and supporting their own children, Jaime is passionate about providing guidance and support towards the achievement of all our clients’ financial goals, regardless of their stage in life. Utilizing insight earned over 20 years of financial services experience, Jaime focuses on clients’ financial goal analysis, daily portfolio operations, as well as, the team’s practice management, and strategy implementation.
- Chartered Retirement Planning Counselor
109 North Avenue
2nd Floor
Westfield, NJ 07090

jaime.santos@ubs.com

Jaime Santos Banghart, CRPC

109 North Avenue,Westfield,NJ,07090
Kyle Tierney

Client Associate
View bio
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- NC
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- UT
- VA
- WI
Kyle Tierney is the Client Service Associate for the Devaney Wealth Management team. A graduate of The College of New Jersey with a B.S. in Finance, he holds the SIE, Series 66, and Life and Health Insurance licenses. As a primary point of contact for clients, Kyle is dedicated to delivering exceptional service while supporting their operational and administrative needs with precision.

Kyle resides in Edison, New Jersey, and enjoys golfing, fishing, fitness, and traveling.
109 North Avenue
2nd Floor
Westfield, NJ 07090

kyle.tierney@ubs.com

Kyle Tierney

109 North Avenue,Westfield,NJ,07090
William Devaney

Intern
View bio
Will Devaney is a rising senior at the University of Rhode Island studying Economics. As an intern on our team, he provides valuable support across a variety of client service and operational functions, helping ensure that processes are carried out efficiently and accurately. Will brings a positive attitude and strong attention to detail to every project he undertakes. With one year remaining before graduation, he is exploring future opportunities in finance, marketing, and writing.
109 North Avenue
2nd Floor
Westfield, NJ 07090

william.devaney@ubs.com

William Devaney

109 North Avenue,Westfield,NJ,07090

A focus on personalized access and service

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.

Turn possibilities into a plan

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.}

House View Monthly

Host Anthony Pastore was joined by Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, Kurt Reiman, Head of Fixed Income, CIO Americas, and Nathaniel Gabriel, CIO Equity Strategist, to look at how transformational innovation shaped the nation throughout history, drawing parallels to themes driving today’s investment landscape. They shared their perspectives on the current market outlook.

July 02, 2026

A leading global wealth manager

Modern Retirement Monthly

Balancing living and giving

Discover strategies to make your savings last

The latest Chief Global Investment Office Investment Management report outlines how families can thoughtfully balance living and giving by aligning spending, gifting, and legacy goals with long-term financial security. It explores the trade-offs between supporting lifestyle needs, maintaining flexibility, and making a meaningful impact over time.

Learn more

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

Global leader

UBS is a leading and truly global wealth manager

Financial strength

Driving confidence.
A- Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2025

Let's move forward. Together.

Pursuing your goals together

Robert Devaney, CRPC

Jaime Santos Banghart, CRPC

Kyle Tierney

William Devaney