Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
