Lasting relationships. For all that matters

Father and teenage son sitting on couch laughing

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Plans

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.

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    Franco Di Maio

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • GA
    • LA
    • MA
    • MD
    • ME
    • MI
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • SC
    • TX
    • VA

    For more than two decades, I have been fortunate enough to help provide individuals and their families with financial wellness, security and independence. As a financial advisor and portfolio manager, I believe that by adopting a comprehensive, planning-based approach early in a relationship, I can more responsibly and effectively guide my clients towards achieving their long-term goals, dreams and aspirations. An important part of my process is to consistently bring objectivity, insight, and a genuine enthusiasm towards understanding my client's total financial picture. And at the center of it all is a trusted relationship, which I seek to foster by delivering to all my clients the same level of professional integrity and personal service as I would my own family.

    Prior to launching my wealth management career, I graduated from Rutgers Business School with Honors, earning a Bachelor’s degree in Finance. Then while building my practice, I attended Rutgers Law School at night and graduated Magna Cum Laude with a Juris Doctorate degree. At Rutgers Law, I was named the Saul Tischler Scholar, which is the school's highest academic honor and awarded to the student demonstrating the greatest academic achievement in his class. In 2017, I passed the bar exam and was admitted to practice law by the New Jersey State Bar Association.

    Last but really first, I have an amazing 7 year old son who is my pride and joy and with whom I spend as much of my free time as possible. Whether we are playing sports, cooking together or simply hanging out in the backyard, he is a constant reminder of how important laughter and family is to true happiness.

      • Rutgers Business School, Finance, B.S.: 1995 - 1999
      • Rutgers Law Scool, Juris Doctorate: 2012 - 2016
      • Portfolio Manager
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Chartered Retirement Planning Counselor
      Financial planning
      Investing
      Retirement planning
      Estate planning strategies
      Education planning
      Asset allocation
      Custom portfolios
      Cash management
      61 South Paramus Road
      Mack Center IV, 4th Floor
      Paramus, NJ 07652
      franco.dimaio@ubs.com
      Franco Di Maio
      61 South Paramus Road,Paramus,NJ,07652
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      Kelly McDonald

      Client Associate

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        Often your first point of contact, Kelly helps clients resolve all administrative account issues and uses the extensive capabilities of UBS to deliver an exceptional client experience.  She is responsible for all areas of client service, which includes reviewing monthly statements, account activity, wire transfers, funds transfers, online services, checks, tax information, market quotes, and much more.

              61 South Paramus Road
              Mack Center IV, 4th Floor
              Paramus, NJ 07652
              kelly.helmrich@ubs.com
              Kelly McDonald
              61 South Paramus Road,Paramus,NJ,07652
            Goals-based planning

            Goals-based planning

            Investment management

            Investment management

            Retirement Couple

            Retirement readiness

            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.

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