Let's move forward. Together.

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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Joseph Guarneri, CLU, ChFC, CFP

Managing Director–Wealth Management

Joseph Guarneri joins UBS as a Managing Director and Financial Advisor. 

As a founding member of GKB & Associates, Joe coordinates the team’s investment strategy, asset allocation models and investment selections. He focuses on helping clients develop retirement planning strategies that emphasize both wealth creation and distribution.

Joe began his career at Merrill Lynch Wealth Management in 1985, after graduating from St. John’s University with a degree in political science and accounting. He holds Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations. He is also a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Joe lives in New Jersey with his wife and their two children.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
1285 Ave of the Americas
15th, 16th, 17th, & 18th Floors
New York, NY 10019
  • (212) 713-6126

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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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$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

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