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
Wall, NJ 07719
  • (732) 223-7182

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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In invested assets globally 
As of 11/07/2023

51 countries

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UBS is a world-leading wealth manager

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