Financial planning and beyond

Three people in office

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Aisle in library

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.

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    John McGrath

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CT
    • FL
    • HI
    • ID
    • IN
    • KY
    • MD
    • NC
    • NJ
    • NY
    • OK
    • PA
    • TN
    • UT
    • VA
    • WA

    John McGrath, Senior Vice President–Wealth Management is a dedicated Wealth Advisor with over 28 years experience in the Financial Industry. John began his career with Gibraltar Securities in 1985 focusing on fixed income investing, later becoming a partner at the firm. Prior to that he received his BA degree from Gettysburg College and holds his series 7, 63, 65, 9, 10, 24 and 53 securities licenses.

    John helps his clients meet their financial goals by taking a planning based approach, this incorporates providing assistance in estate planning, creating personalized investment portfolios and working with other advisors to ensure a coordinated and efficient process in pursuit of his client's financial and legacy objectives. 

    Areas of expertise:

    • Wealth Management
    • Multi-generational Planning
    • Estate Planning
    • Personalized Investment Portfolios
    • Business Owners

      • Gettysburg College, BA
        1285 Ave of the Americas
        15th, 16th, 17th, and 18th Flrs
        New York, NY 10019
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        Lisa Angeline

        Investment Associate

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        • AZ
        • CA
        • CT
        • FL
        • HI
        • ID
        • MA
        • NJ
        • NY
        • PA
        • TN
        • TX
        • WA

        Lisa Angeline is an Investment Associate with 17 years of experience in the Financial Services Industry. Prior to joining UBS with John McGrath, Lisa worked as a Sales Assistant for Nori, Hennion Walsh and later for Tucker Anthony/RBC Dain Rauscher. Lisa and John have worked together to identify and implement strategies that provide their clients with the tools to realize their financial goals for over 14 years. Lisa holds her series 7 and 66 securities licenses

              1285 Avenue Of The Americas
              New York, NY 10019

            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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