Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Sailing splash

Eugene O'Neill

Vice President–Wealth Management

Financial Advisor

Series 7, General Securities Representative Examination; Series 31, Managed Futures Examination; Series 63, Uniform Securities Agent State Law Examination; Series 66, Uniform Combined State Law Examination; Series 6, Investment Company Products/Variable Contracts Representative Examination. Exchange Registrations include AMEX, CBOE, FINRA, NASDAQ, NYSE, PHSE, and ARCA. Insurance licenses include Life, Health, Variable Annuity and Long Term Care in New York State and Pennsylvania. Life, Health and Variable Annuity in Florida. State Registrations include CA, FL, NJ, NY, PA.

CA License #4048972

Registered States:
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250 Delaware Avenue
Suite 610
Buffalo, NY 14202
  • (716) 849-3818

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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