A plan for today, tomorrow and generations to come

FWM 2024 Team

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.

Mountaintop

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Dan Smith

    Daniel B. Smith, CFP, CRPC

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • WA
    • WI

    Dan’s passion for helping others has followed him throughout his life, whether through coaching youth sports or helping a friend in need. With 34 years of experience there was no question that finance was the perfect professional fit for him. Dan completed his undergraduate and graduate degrees at Ithaca College. He spent 12 years at Omni Leasing Corp., 7 years at GE Capital, and 8 years at Merrill Lynch,  joining UBS Family Wealth Management in 2010, becoming a CERTIFIED FINANCIAL PLANNER TM in 2014.

    Dan finds working with clients and their families the most rewarding aspect of his job. The relationships Dan has with his clients is founded on trust. He takes the time to learn about his clients before crafting their financial plan so that it is geared towards what is most important to them. He cares deeply about each person’s situation and strives to put any worries (financial or otherwise) at ease. Dan’s extensive background enables him to offer assistance in financial planning, lending solutions, insurance, health care, college planning and many other real life situations.

    In 1985 he married his college sweetheart, Susie, and they reside in Montvale, NJ with their three beautiful children and dog Leo.

    When not helping his clients, Dan enjoys cycling, golfing, and volunteering. He founded For the Benefit Of (FTBO), Inc., a 501C3 charitable organization, in 2011. FTBO, Inc.’s mission is to financially support organizations and assist families with healthcare costs and educational needs.

    • 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.

    • Ithaca College
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Planning Counselor
    61 South Paramus Road
    Mack Center IV, 4th Floor
    Paramus, NJ 07652
    daniel.b.smith@ubs.com
    Daniel B. Smith, CFP, CRPC
    61 South Paramus Road,Paramus,NJ,07652
  • Tim Costello

    Timothy Costello

    Senior Wealth Strategy Associate

    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

          61 South Paramus Road
          Mack Center IV, 4th Floor
          Paramus, NJ 07652
          timothy.costello@ubs.com
          Timothy Costello
          61 South Paramus Road,Paramus,NJ,07652
        • Kristen Marino

          Kristen Elizabeth Marino

          Senior Wealth Strategy Associate

          • image
          • image
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • MA
          • MD
          • MI
          • NC
          • NH
          • NJ
          • NY
          • PA
          • SC
          • TX
          • VA
          • WA
          • WI

          Kristen has grown with the Family Wealth Management team at UBS since 2012, coming from a background in marketing. This experience has helped expand the team’s client base while still maintaining quality, customized, customer service. Kristen earned her bachelor’s degree at the University of Rhode Island and has earned her Series 7, 66 and Health and Life Insurance licenses during her tenure with Family Wealth Management. Her extensive knowledge and willingness to help others keeps this team a cohesive unit that works together to achieve their clients’ goals. Kristen is always there to help her team members and clients with any questions or problems. She and her husband, Paul, reside in Blauvelt, NY with their two children. In her free time Kristen enjoys spending time with family and friends, helping others, and staying active.

            • University of Rhode Island
            • Chartered Retirement Planning Counselor
            61 South Paramus Road
            Mack Center IV, 4th Floor
            Paramus, NJ 07652
            kristen.marino@ubs.com
            Kristen Elizabeth Marino
            61 South Paramus Road,Paramus,NJ,07652
          • Dana Johnson

            Dana Johnson

            Client Associate

            • image
            • image
            • CT
            • DE
            • FL
            • GA
            • NJ
            • NY
            • PA

            Dana, who holds a bachelor’s degree from Salve Regina University joined the Family Wealth Management team at UBS in 2022 after working in the medical field. From this experience, Dana learned the importance of organization and clear communication between team members and clients which she has brought over to the financial services industry. She has a passion for helping others and making sure clients feel comfortable with their goals and the plans created to achieve them. Her focus is to provide the best possible experience to clients while building relationships with them. She works closely with Kristen and enjoys being part of such a dedicated and professional team. In her spare time, Dana loves spending time with her pets, and being on a beach--no matter the season!

              • Salve Regina University
                61 South Paramus Road
                Mack Center IV, 4th Floor
                Paramus, NJ 07652
                dana.johnson@ubs.com
                Dana Johnson
                61 South Paramus Road,Paramus,NJ,07652
              • Jenna Fass

                Jenna Fass

                Client Associate

                • image
                • image
                • CT
                • DE
                • FL
                • GA
                • NJ
                • NY
                • PA

                Jenna spent ten years in the culinary field before joining the Family Wealth Management team at UBS in 2022. She has brought her detail-oriented customer service skills to her new team and understands the importance of working together to help others and achieve combined goals. Jenna realizes the value of supportive customer service and active client relationships. Her focus is to help give her clients peace of mind and understanding with their plans while aiding them on their financial journeys. Jenna received her bachelor’s degree from Rutgers University. When not at work, Jenna enjoys concocting new pastry recipes, gardening, reading with her cat, and going on hikes with her husband and dog.

                  • Rutgers University
                    61 South Paramus Road
                    Mack Center IV, 4th Floor
                    Paramus, NJ 07652
                    jenna.fass@ubs.com
                    Jenna Fass
                    61 South Paramus Road,Paramus,NJ,07652

                  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