Wealth advice for your life's goals

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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  • Brian DeJoy

    Brian DeJoy, CFP

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AL
    • AZ
    • CA
    • CT
    • FL
    • GA
    • ID
    • IL
    • KY
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA

    Time tested experience

    Brian is the founding member of DeJoy Wealth Management and a UBS Senior Vice President.  Since 1992 Brian has been advising a select group of clients in a range of areas that includes financial planning, asset allocation and investment management.  Over his career Brian has guided clients through a Russian debt default, the dot-com bubble and subsequent crash, the Global Financial Crisis and a global pandemic.   

    As a Senior Portfolio Manager at UBS, Brian creates customized and proprietary investment portfolios which are tailored to clients' needs.  When appropriate, clients can leverage Brian's extensive experience in analyzing and implementing private equity, private real estate, private credit and hedge funds to include these asset classes into their portfolios.

    Differentiated planning

    Brian holds the CERTIFIED FINANCIAL PLANNER® designation from the CFP Board and has in depth experience focusing on sophisticated planning for clients with varied planning issues and objectives.  During the planning process, he will coordinate when necessary with client's attorneys and tax advisors and will involve the Wealth Planning and Trust Consulting group at UBS.

    Brian and the DeJoy Wealth Management team will bring all available resources to bear to help client's structure a well thought out multi-generational plan.

    Outside of UBS

    Brian received a B.S. from Cornell University with a major in Business Management and Marketing and a minor in Applied Economics.  While at Cornell he played four years of varsity soccer.  He currently lives in Pittsford, NY with his wife Heather and their three children:  Caroline, Emma and Ryan.  Brian has coached youth soccer and basketball for many years and is a past Board Member of the Pittsford Mustangs Soccer Club.  He is currently a Board Member of the House of Mercy in Rochester NY where he is also Chair of the Investment Committee and a member of the Finance Committee. 

      

      • Cornell University, B.S. Degree in Business Management and Marketing with a minor in Applied Economics: 1988 - 1992
      • Senior Portfolio Manager
      • CERTIFIED FINANCIAL PLANNER™
      Financial planning
      Estate planning strategies
      Investing
      Custom portfolios
      Asset allocation
      Alternative investments
      Executive compensation
      Corporate executives
      400 Linden Oaks
      Rochester, NY 14625
    •  Jacklyn Raymonda

      Jacklyn Raymonda

      Wealth Management Associate

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      • AZ
      • CA
      • CT
      • FL
      • IL
      • MA
      • NJ
      • NY
      • OH
      • PA
      • SC
      • TX
      • VA

      Jacklyn began her career in the financial service industry in 2007.  She began working with Brian at Morgan Stanley in 2013, and they joined UBS in 2015.  Jacklyn's main focus is providing client service and assisting in the planning and portfolio management process.  Jacklyn holds the Series 7 and Series 66 licenses. 

      She lives in Greece with her husband, Jimmy, and their daughters, Gabriella, Kennedy and Samantha.  Outside of work, she enjoys working out and spending time with her family and friends.  Jacklyn graduated from SUNY Cortland with a B.S. degree in Business Economics with a concentration in Financial Management.

        • SUNY Cortland, B.S. Degree in Business Economics with a Concentration in Financial Management
          400 Linden Oaks
          Rochester, NY 14625

        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.

        Wealth, from your point of view

        Multigenerational families

        Multigenerational families

        Professionals

        Professionals

        Selling your business: Proceed with passion

        UBS Business Transition Services can help unlock the possibilities

        Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

        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

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