Retirement planning. It's about time.

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Retired couple

Joseph Molloy

Senior Vice President–Wealth Management

Joe joined UBS in 2009 as Vice President of Investments and Director of the Plymouth, MI office where he oversees 23 advisors and over $2 billion in assets. From 2002 through 2009, Joe was a manager and Financial Advisor with Smith Barney in Ann Arbor, MI. Joe joined Smith Barney following nine successful years at Merrill Lynch. Joe specializes in comprehensive and advanced financial planning as well as global portfolio management including the "Market Edge" investment suite of strategic and tactical portfolios. He received a Bachelor of Arts in Economics from the University of Michigan - Ann Arbor in 1991. Joe lives in Northville with his wife of 20 years, Janine, and his two children, Joey and Paige.

*Financial planning services are provided in our capacity as registered investment advisors.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NM
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Education

  • Bachelor of Arts in Economics, University of Michigan- Ann Arbor
730 Penniman Avenue
Plymouth, MI 48170
  • (734) 416-1550

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The Year Ahead - Sustainable Investing

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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