Experience

Mr. Fitzgerald is a Certified Financial Planner (CFP®) and a Certified Investment Management Analyst (CIMA ®) with more than 25 years of experience advising clients of all sizes.

Scott was a founder of Vanderbilt Securities LLC in 2002 and later, in 2016, he founded Steel Ridge Advisors. Joining UBS in 2024 as a Senior Vice President - Wealth Management and establishing Fitzgerald Nowak Group, Scott and his team gained access to the expanded resources, and insights of a leading global wealth management firm. 

Scott works with high net-worth individuals, multi-generational families and institutions. He focuses on advising his clients on financial planning, trust and estate planning, risk management and creative lending solutions.

Timothy began his career at Merrill Lynch Wealth Management and in 2019 he served as a Financial Advisor with Steel Ridge Advisors. Timothy joined UBS in 2024 as a Vice President – Wealth Management with Fitzgerald Nowak Group. His professional designations include FINRA Series 7 and 66.

Megan joined UBS in 2024 as a Senior Wealth Strategy Associate.  She prides herself in providing exceptional client services, no matter what the client need may be.  Megan graduated from Siena College and also holds a Master’s degree from Long Island University.  Megan currently holds FINRA Series 7 and Series 66 security registrations.

Ms. Luces joined UBS in 2024 as a Registered Client Service Associate. She has 10 years advanced Compliance expertise and over 30 years of investment experience with institutions such as Comprehensive Financial, Julius Baer, Met Life and most recently, Steel Ridge Advisors. She holds FINRA Series 6 and 63 securities registrations.

Janet joined UBS in 2024 as a Client Service Associate where she provides timely and accurate answers to clients' questions and makes sure their needs are always her first priority. She is an alumni of Stony Brook University and enjoys golfing and skiing with her family.