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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Senior Vice President–Wealth Management
Financial Advisor
Ernie has been providing individuals, families, and businesses with comprehensive wealth management and investment solutions for over 25 years. He employs a disciplined and holistic approach of analyzing cash flows and risk tolerances to construct individualized and tailored portfolios that suit specific needs. Ernie also provides extensive knowledge in retirement and legacy planning, as well as financing strategies and options.
Ernie spent 12 years with Merrill Lynch and 4 years with Morgan Stanley before joining UBS in 2014. Ernie is proud to provide our clients with the extensive research and wealth management solutions that UBS has to offer.
Ernie resides in Oakland, NJ with his wife Tracy, and daughters Ava and Olivia.
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Ernie has been providing individuals, families, and businesses with comprehensive wealth management and investment solutions for over 25 years. He employs a disciplined and holistic approach of analyzing cash flows and risk tolerances to construct individualized and tailored portfolios that suit specific needs. Ernie also provides extensive knowledge in retirement and legacy planning, as well as financing strategies and options.
Ernie spent 12 years with Merrill Lynch and 4 years with Morgan Stanley before joining UBS in 2014. Ernie is proud to provide our clients with the extensive research and wealth management solutions that UBS has to offer.
Ernie resides in Oakland, NJ with his wife Tracy, and daughters Ava and Olivia.
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
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
