A plan for today, tomorrow and generations to come

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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.

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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.

  • Paul 2022

    Paul Platek, CFP, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IN
    • MA
    • MD
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NY
    • PA
    • SC
    • TX
    • UT
    • VA

    Paul learned early on the importance of financial planning when his father passed at the young age of 53, leaving Paul (19), his mother, and sister to carry on with limited financial resources. This experience led to a degree in Economics from Queens College and an MBA in Finance from St. John’s University. From there he started his career in financial services as a banker. After 20 years in the industry, Paul obtained his CERTIFIED FINANCIAL PLANNERTM designation in 1996.

    Due to his experience, it was only natural for Paul to want to assist others in achieving their financial goals and working towards hand crafted financial solutions. Paul merged his banking experience with his financial planning skills to provide a wide range of financial services including lending, investment solutions, college, retirement, insurance, and estate planning. Paul loves the challenge of helping families determine their goals and providing a plan to achieve them.

    He married his wife, Carmen, in 1984 and together they raised their son, Andrew in Wyckoff, NJ. They now reside in North Carolina. Paul stays active with various charities, including Rotary and Gift of Life in which children from all parts of the world are brought to the United States for life saving heart surgery.

      • Queens College, Economics
      • St. John's University, MBA in Finance
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Retirement Planning Counselor℠
      61 South Paramus Road
      4th Floor
      Paramus, NJ 07652
    • Dan 2022

      Daniel B. Smith, CFP, CRPC

      Senior Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • IN
      • MA
      • MD
      • MI
      • MO
      • NC
      • NH
      • NJ
      • NY
      • PA
      • 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, 2022The 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
    • Kristen 2022

      Kristen Elizabeth Marino

      Client Associate

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      • 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
      • Dana 2022

        Dana Johnson

        Client Associate

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          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
            • Jenna 2022

              Jenna Fass

              Client Associate

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                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

                  The circular economy: What is it?

                  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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