The right moves for your financial future

Meeting in a office

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Plans

Your primary source for financial advice

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.

  • jonathan

    Jonathan Eskridge

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WI
    • WY

    As a Financial Advisor and UBS accredited Wealth Advisor, Jonathan is a firm believer in diversification and asset allocation. He works predominately with families, small businesses, and non-profits by providing advice, investment guidance, and holistic planning services. In his 36 years as an Advisor, Jonathan has successfully navigated his clients through countless market cycles and garnered the experience and expertise necessary to aide his clients in achieving the goals they strive to meet.

    Jonathan began his career as an Advisor in 1983 with Smith Barney, later joining UBS in 2008. He is a 1976 graduate of Emory University and native of Baltimore, Maryland. He holds Series 3, 7, 63, and 65 securities licenses, along with insurance licenses in life, accident, and health.

    Jonathan currently resides in Morristown, NJ and enjoys spending much of his free time honing his skills as a competitive bridge player.

     

    • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Emory University: 1976
    • Wealth Advisor
    500 Campus Drive
    Florham Park, NJ 07932
    jonathan.eskridge@ubs.com
    Jonathan Eskridge
    500 Campus Drive,Florham Park,NJ,07932
  • eric

    Eric Eskridge

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WI
    • WY

    Eric joined Jonathan's practice in 2015 after 4 years managing a multimillion dollar property and loan portfolio for a New Jersey bank where he successfully spearheaded efforts to reduce the distressed assets on the bank's balance sheet. Eric is a strong advocate for the long term financial planning process whereby he works with clients and prospective clients to identify all relevant aspects of their financial picture and gain a deep understanding of their goals and resources. He believes this is a crucial step for both parties as it ensures he can accurately advise and that the client receives a tailored result.

    Eric graduated cum laude from Bryant University in 2011 with a degree in Finance and minors in Economics and Applied Statistics. He holds Series 7, 63, and 65 securities licenses, along with insurance licenses in life, accident, and health.

    Eric lives with his wife, Stephanie, in their Bridgewater, NJ home and when not spending time outdoors, he enjoys working on their many DIY renovation projects.

     

     

     

      • Bryant University, B.S. Finance, minor in Economics and Applied Statistics: 2011
        500 Campus Drive
        Florham Park, NJ 07932
        eric.eskridge@ubs.com,gabriella.procida@ubs.com
        Eric Eskridge
        500 Campus Drive,Florham Park,NJ,07932
      • image

        Stacy D'Addario

        Client Associate

        • image
        • image

                500 Campus Drive
                Florham Park, NJ 07932
                stacy.daddario@ubs.com
                Stacy D'Addario
                500 Campus Drive,Florham Park,NJ,07932

              Why does A.I. in space matter?

              Outlook on interest rates

              Tree

              UBS and Credit Suisse—stronger than ever

              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