Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Gerard P. Melley

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.

Registered States:
  • CA
  • CO
  • CT
  • FL
  • MA
  • NC
  • NJ
  • NV
  • NY
  • PA
  • SC
  • VA
  • VT

Education

  • State University of New York, Albany
2107 Route 34
Suite 102
Wall, NJ 07719
  • (732) 223-7182

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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.

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As of 03/31/2024

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