Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Gregory Simon

Senior Vice President–Wealth Management

Financial Advisor

Greg began his career in the financial services industry in 1980 with Salomon Brothers. In 1993, he moved to PaineWebber, the predecessor firm to UBS. He holds a Series 7 securities license, and is also licensed for insurance, annuities and managed futures. He graduated from Queens College, City University of New York, with a degree in accounting, and received an M.B.A. in finance from Pace University in Westchester, NY. Greg is married and has two sons. His 31-year old, a graduate of Emory University and the University of Michigan, currently works as an energy systems engineer for a global consulting firm. His 28-year old, a graduate of Vanderbilt University and Duke University, currently works as a data research analyst at a firm that provides an electronic bond trading platform.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • Accounting, Queens College, City University of New York
  • M.B.A. in Finance, Pace University, Westchester, NY
299 Park Avenue
New York, NY 10171
  • (212) 333-8863

Email Me

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.

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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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