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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
