Let's move forward. Together.

Gerstley Financial Group

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Virginia Gerstley

    Virginia Gerstley

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • DC
    • FL
    • IL
    • MT
    • NJ
    • NY
    • PA
    • VA

    Virginia has thirty years experience as a money manager in the financial services industry. She received her Bachelor and Master of Arts degrees. Virginia began her career at Drexel Burnham in 1980 as a money manager for high net worth individuals. She joined Paine Webber in 1992 and currently works at the UBS office at 299 Park Avenue. She deploys asset allocation and diversification to meet the financial objectives of each client. She focuses on the U.S. equity markets, but handles a full range of financial products to produce the appropriate financial plan.

    It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that are on your mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be ok when I’m gone?” Together, I know we can find the answers. Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. I have managed large portfolios for over 37 years. Through my many years of experience in the Wealth Management industry, I have expanded my knowledge and application of various financial instruments to meet the diverse financial objectives of my clients.

     

    Capabilities to impact your life and wealth

    I deliver comprehensive wealth management and focus on these areas:

    – Longevity planning and retirement planning

    – Wealth transfer strategies, including inheritance and business succession planning

    – Life transition planning for marriage, divorce or loss of a loved one

     

    Making a difference in my community

    – Founding Board Member & former Vice Chairperson of Friends of the Children, a charity that provides individual support to underprivileged youth in Harlem

          299 Park Avenue
          New York, NY 10171
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          Jesse Malik

          Client Associate

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • ID
          • IL
          • IN
          • MA
          • MD
          • ME
          • MI
          • MT
          • NC
          • NJ
          • NM
          • NY
          • OH
          • PA
          • PR
          • SC
          • TX
          • VA
          • WA

          Jesse Malik is a Client Service Associate with the Gerstley Financial Group at UBS Financial Services. Jesse has been a Financial Advisor with UBS since 2010 managing financial assets in the UBS Wealth Management Americas Headquarters.

          Before working with the Gerstley Financial group, Jesse dealt with the financial objectives of each client constructing and implementing investment strategies to reach their individual goals. 

          Jesse graduated from Rutgers University with a B.A. in Economics. He holds the Series 7 and 66 securities licenses as well as the Chartered Retirement Planning Counselor designation. He currently resides in Valhalla with his son and wife who is a Cardiology Fellow at Westchester Medical Center.

            • Rutgers University, B.A. in Economics
            • Chartered Retirement Planning Counselor℠
            299 Park Avenue
            New York, NY 10171

          What did the Fed say?

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          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.

          Backed by the strength of UBS

          A global leader in wealth management

          $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

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