$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.
Senior Wealth Strategy Associate
Dorothy is a Rutgers University graduate with a degree in Economics and with over 25 years of financial services experience, beginning her career at Merrill Lynch in 1999. She is committed to delivering personalized financial guidance by understanding and addressing clients' unique needs. Living in New Jersey with her daughter and partner, who has ALS, Dorothy integrates her professional experience with her dedication to philanthropy, particularly ALS awareness and advocacy. Dorothy manages client portfolio reviews, financial analysis, net worth evaluations, and tailored asset allocation strategies. Her focus on customized solutions ensures her dedication to clients achieving their financial goals with a continuous emphasis on progress.
Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Visit the GKB & Associates website, to discover how we can help you achieve your financial goals.
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager