Global access. Strategic solutions.

Private Wealth Management

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.

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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 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
For his entire career, Doug has been with UBS, where he attained the Private Wealth Advisor designation. He holds the Certified Financial Planner® (CFP®) certification and 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 a high school CYO basketball coach for St. Catharine’s in Glen Rock, NJ. He also is a board member for the Archdiocese of Newark Pension. He resides in Glen Rock, NJ with his wife, Maureen, and their four children. He graduated from Villanova University in 1991 with a B.A. in economics and a minor in English.

Doug graduated from Villanova University in 1991 with a BA in Economics and a minor in English.

CA License Number: 0D91399
- 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, 2025, 2026The 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, 2024, 2025The 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, 2024, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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
- 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.

CA License Number: 0K87624
- 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, 2025, 2026The 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, 2024, 2025The 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, 2025, 2026The 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. 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

kelly.ganz@ubs.com

Kelly Ganz, CFP, CIMA

1285 Avenue Of The Americas,New York,NY,10019
Patrick R. DiSimone, 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
- VI
- VT
- WA
- WI
- WV
- WY
Patrick began his career in financial services in 2009, during the height of the Great Recession—an experience that instilled a lasting focus on risk management and long-term discipline. Today at UBS, he draws on that foundation to help clients navigate complex and evolving market environments with clarity and confidence.

Patrick holds the Private Wealth Advisor designation, as well as the Certified Financial Planner® (CFP®) certification and the Corporate Stock Benefit Consultant designation. He advises individuals and families—particularly corporate executives—on developing comprehensive financial strategies, with a focus on retirement planning, portfolio diversification, investment management, cash flow analysis, insurance planning, and coordination of estate planning and tax strategies with clients’ attorneys and accountants.

He has deep expertise in advising corporate executives on equity compensation, including evaluating its impact on overall financial strategies and managing concentrated positions. His specialties include 10b5-1 trading plans, block trading, and the management and disposition of restricted stock and stock options.

In addition to his professional work, Patrick is actively involved in the community. He volunteers with God’s Love We Deliver and supports organizations including The Gillian Fund and No Greater Sacrifice.

Patrick earned a Bachelor of Arts in Economics, with a minor in Philosophy, from Rutgers University. Outside the office, he enjoys spending time with his family, golfing, and attending Yankees games. He lives in New Jersey with his wife, Kate, their two daughters, and their dog, Otis.

CA License Number: 4108701
- Barron’s Top 250 Private Wealth Management Teams, 2025, 2026The 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, 2024, 2025The 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, 2025, 2026The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Rutgers University, B.A Economics, Minor in Philosophy
- Private Wealth Advisor
- 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 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
For his entire career, Doug has been with UBS, where he attained the Private Wealth Advisor designation. He holds the Certified Financial Planner® (CFP®) certification and 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 a high school CYO basketball coach for St. Catharine’s in Glen Rock, NJ. He also is a board member for the Archdiocese of Newark Pension. He resides in Glen Rock, NJ with his wife, Maureen, and their four children. He graduated from Villanova University in 1991 with a B.A. in economics and a minor in English.

Doug graduated from Villanova University in 1991 with a BA in Economics and a minor in English.

CA License Number: 0D91399
- 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, 2025, 2026The 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, 2024, 2025The 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, 2024, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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
- 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.

CA License Number: 0K87624
- 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, 2025, 2026The 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, 2024, 2025The 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, 2025, 2026The 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. 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

kelly.ganz@ubs.com

Kelly Ganz, CFP, CIMA

1285 Avenue Of The Americas,New York,NY,10019
Patrick R. DiSimone, 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
- VI
- VT
- WA
- WI
- WV
- WY
Patrick began his career in financial services in 2009, during the height of the Great Recession—an experience that instilled a lasting focus on risk management and long-term discipline. Today at UBS, he draws on that foundation to help clients navigate complex and evolving market environments with clarity and confidence.

Patrick holds the Private Wealth Advisor designation, as well as the Certified Financial Planner® (CFP®) certification and the Corporate Stock Benefit Consultant designation. He advises individuals and families—particularly corporate executives—on developing comprehensive financial strategies, with a focus on retirement planning, portfolio diversification, investment management, cash flow analysis, insurance planning, and coordination of estate planning and tax strategies with clients’ attorneys and accountants.

He has deep expertise in advising corporate executives on equity compensation, including evaluating its impact on overall financial strategies and managing concentrated positions. His specialties include 10b5-1 trading plans, block trading, and the management and disposition of restricted stock and stock options.

In addition to his professional work, Patrick is actively involved in the community. He volunteers with God’s Love We Deliver and supports organizations including The Gillian Fund and No Greater Sacrifice.

Patrick earned a Bachelor of Arts in Economics, with a minor in Philosophy, from Rutgers University. Outside the office, he enjoys spending time with his family, golfing, and attending Yankees games. He lives in New Jersey with his wife, Kate, their two daughters, and their dog, Otis.

CA License Number: 4108701
- Barron’s Top 250 Private Wealth Management Teams, 2025, 2026The 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, 2024, 2025The 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, 2025, 2026The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Rutgers University, B.A Economics, Minor in Philosophy
- Private Wealth Advisor
- 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