Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Rick is a Certified Financial Planner with over 40 years of experience in the financial services industry. Prior to joining UBS, he was associated with Merrill Lynch. Rick uses financial planning as the foundation of his clients' portfolio strategies. Rick earned an M.B.A. in finance and has completed the UBS Wealth Management education program. Outside of the office, he has been active in many community organizations, including Westfield Foundation, the Westfield YMCA and many youth sports programs. Rick and his wife Margie reside in Westfield, NJ.
Senior Vice President–Wealth Management
Financial Advisor
Rick is a Certified Financial Planner with over 40 years of experience in the financial services industry. Prior to joining UBS, he was associated with Merrill Lynch. Rick uses financial planning as the foundation of his clients' portfolio strategies. Rick earned an M.B.A. in finance and has completed the UBS Wealth Management education program. Outside of the office, he has been active in many community organizations, including Westfield Foundation, the Westfield YMCA and many youth sports programs. Rick and his wife Margie reside in Westfield, NJ.
Authorized Officer
Senior Wealth Strategy Associate
Jaime is the Coltrera 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.
Credentials
Authorized Officer
Senior Wealth Strategy Associate
Jaime is the Coltrera 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.
Credentials
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.
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