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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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First Vice President–Wealth Management
Financial Advisor
Gerry began his career in the financial services industry in 1987. He has worked at UBS Financial Services Inc. and its predecessor firm, PaineWebber Inc., for over 30 years. His practice has been built around providing sound financial advice and assisting his clients as they accumulate and protect their wealth. By employing a disciplined approach to wealth management, his clients have developed specific asset allocation and risk management models. His client base includes individuals, small businesses and non- profit organizations.
He graduated from the State University of New York, Albany. He holds his series 7, 63 and 65 licenses as well as Life and Health Insurance licenses.
Gerry currently lives in Perrineville NJ with his wife, Dawn, and their daughters, Carolyn and Erin.
Education
First Vice President–Wealth Management
Financial Advisor
Gerry began his career in the financial services industry in 1987. He has worked at UBS Financial Services Inc. and its predecessor firm, PaineWebber Inc., for over 30 years. His practice has been built around providing sound financial advice and assisting his clients as they accumulate and protect their wealth. By employing a disciplined approach to wealth management, his clients have developed specific asset allocation and risk management models. His client base includes individuals, small businesses and non- profit organizations.
He graduated from the State University of New York, Albany. He holds his series 7, 63 and 65 licenses as well as Life and Health Insurance licenses.
Gerry currently lives in Perrineville NJ with his wife, Dawn, and their daughters, Carolyn and Erin.
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
