More than 160 years
offering financial advice
Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.
Senior Vice President–Wealth Management
Financial Advisor
Edward M. Foley's main focus is assisting high-net worth individuals and business owners. He works with individuals and business owners on their business, financial and personal goals. By aligning these goals and using a multi-disciplinary team approach, he ensures his clients are given the best guidance and advice for their ideal future. Mr. Foley is with his clients every step of the way; making sure that all the decisions being made put the client first. Mr. Foley also focuses on the goals and futures of Family Offices, ESG Investors and Corporate Executives, as well as their families.
Mr. Foley is currently a Senior Vice President of UBS, Wealth Management USA with over 30 years of experience in the financial services industry. Before joining UBS in 2012, Mr. Foley was a Director at Credit Suisse, Private Banking USA. Prior to his career at Credit Suisse, he was a Managing Director and Regional Market Executive for the Bank of New York's Private Bank, where he worked for nearly 20 years. Mr. Foley graduated from the Lubin School of Business at Pace University.
In addition to being a Chartered Financial Analyst, Certified Financial Planner and Certified Exit Planning Advisor, Mr. Foley also holds the following licenses from Financial Industry Regulatory Authority [FINRA]: Series 3, 7, 24, 63 and 66. He is also a current or former member of the American Association of Individual Investors, Financial Planning Association and the New York Society of Security Analysts.
Personal & Community
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Edward M. Foley's main focus is assisting high-net worth individuals and business owners. He works with individuals and business owners on their business, financial and personal goals. By aligning these goals and using a multi-disciplinary team approach, he ensures his clients are given the best guidance and advice for their ideal future. Mr. Foley is with his clients every step of the way; making sure that all the decisions being made put the client first. Mr. Foley also focuses on the goals and futures of Family Offices, ESG Investors and Corporate Executives, as well as their families.
Mr. Foley is currently a Senior Vice President of UBS, Wealth Management USA with over 30 years of experience in the financial services industry. Before joining UBS in 2012, Mr. Foley was a Director at Credit Suisse, Private Banking USA. Prior to his career at Credit Suisse, he was a Managing Director and Regional Market Executive for the Bank of New York's Private Bank, where he worked for nearly 20 years. Mr. Foley graduated from the Lubin School of Business at Pace University.
In addition to being a Chartered Financial Analyst, Certified Financial Planner and Certified Exit Planning Advisor, Mr. Foley also holds the following licenses from Financial Industry Regulatory Authority [FINRA]: Series 3, 7, 24, 63 and 66. He is also a current or former member of the American Association of Individual Investors, Financial Planning Association and the New York Society of Security Analysts.
Personal & Community
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
More than 160 years
offering financial advice
Global leader
UBS is a leading and truly global wealth manager
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Senior Vice President–Wealth Management
Financial Advisor
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Client Associate
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Registered Client Associate
Associate Director
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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