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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
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.
Lets connect
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.
Lets connect
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
