Insight-based advice

Meeting behind closed doors

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.

Aerial buildings

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.

  • Donald Mcckay

    Donald McKay

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KS
    • KY
    • MA
    • MD
    • MO
    • NC
    • NJ
    • NM
    • NY
    • OR
    • PA
    • TX
    • VA
    • WA

    I started my career in the Financial Services Industry with Smith Barney in 1993. In 2008, I moved my practice to UBS Financial Services Inc. I specialize in financial planning solutions for affluent clients.

    I believe success should be measured not just by your financial well-being, but also by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

    Financial priorities differ from person to person. They can also be different from year to year. I believe it is important to have a financial plan tailored to your needs and has flexibility to evolve with you. I take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That is how I will get to know you personally: your goals, your worries, and your dreams. I can help you develop a financial plan and help you a broad range of financial solutions to meet your needs.

    I graduated from the University of Delaware in Newark, DE with a Bachelor of Science degree in Human Resources, and I currently hold the Series 7, 63, & 65 securities licenses. I live  with my wife Suzanne and three children, Zachary, Jordyn, and Jake. When I am not at work, I am giving back to my community in various ways, such as coaching youth football for the Boys and Girls Club of Northwest New Jersey, acting as the director of the Wayne PAL Lacrosse Program, and teaching classes at Montclair State University.

     

      • University of Delaware, B.S. Human Resources
      • Chartered Retirement Plans Specialist℠
      61 South Paramus Road
      Mack Center IV, 4th Floor
      Paramus, NJ 07652
      scott.mckay@ubs.com
      Donald McKay
      61 South Paramus Road,Paramus,NJ,07652
    • Rachel Johnson

      Rachel Johnson

      Senior Client Associate

      • image
      • image

        I began my career in Financial Services in 2000. I joined UBS along with Gregory Cunningham in 2009 after spending 9 years at Morgan Stanley. Throughout my history in this industry, I've concentrated on providing exceptional client services with extraordinary results. I previously served as a CSA Coach for UBS as well as Morgan Stanley

        I reside in Elmwood Park NJ where I enjoy volunteering throughout my community with various organizations. in April of 2018, I was recognized with the Aspire Award from UBS for my outstanding contribution to the Aspire efforts which focuses on servicing those in need. I am an active member of the American Heart Association's Go Red for Women Campaign where I serve as a Survivor Ambassador and Spokesperson. In my spare time I enjoy fitness, hiking, traveling and sports.

              61 South Paramus Road
              Mack Center IV, 4th Floor
              Paramus, NJ 07652
              rachel.johnson@ubs.com
              Rachel Johnson
              61 South Paramus Road,Paramus,NJ,07652
            Three generations in apple orchard

            Turn possibilities into a plan

            CIO response to market volatility

            Mountain climbers on peak at sunrise

            A leading global wealth manager

            Global Wealth Report 2024

            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.

            Download the report

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $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

            Insights