Email Me
$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Senior 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
Senior 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
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
