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$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
