Global access. Strategic solutions.

Private Wealth Management

The Coughlin Group

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: 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.

Executive at City Window

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 Coughlin

    Douglas Coughlin, CFP

    Senior Vice President–Wealth Management

    Private Wealth Advisor

    • image
    • image
    • 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 Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    • Villanova University
    • Private Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • Corporate Stock Benefit Consultant
    • Wealth Advisor
    • Retirement Plan Consultant
    1285 Avenue Of The Americas
    New York, NY 10019
  • Kelly Ganz

    Kelly Ganz, CFP, CIMA

    Vice President–Wealth Management

    Private Wealth Advisor

    • image
    • image
    • 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 Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 

    • Villanova University, B.A. Communications, Minor in Business Administration
    • Fordham, M.B.A.
    • Private Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Corporate Stock Benefit Consultant
    1285 Avenue Of The Americas
    New York, NY 10019
  • Patrick DiSimone

    Patrick R. DiSimone, CFP

    Account Vice President

    Financial Advisor

    • image
    • image
    • 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 Planner™ (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 50 Private Wealth Advisory Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4.

    • Rutgers University, B.A Economics, Minor in Philosophy
    • CERTIFIED FINANCIAL PLANNER™
    • Corporate Stock Benefit Consultant
    1285 Avenue Of The Americas
    New York, NY 10019
Our Process

Our Process

charts

Investment management

Executive decisions

Executive decisions

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager