Global access. Strategic solutions.

Private Wealth Management

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

3 Generations walking on beach

Kelly Ganz, CFP, CIMA

Vice President–Wealth Management

Private Wealth Advisor

Kelly started her career as a Client Service Associate with our team after graduation in 2004. Today, as a Financial Advisor, Kelly creates and revises comprehensive financial plans to assist clients with pursuing their financial goals. She analyzes clients’ assets, liabilities, and forecasted cash flows in relation to personal and financial goals. She also works closely with corporate executives to develop stock option exercise strategies.

Kelly holds the Certified Financial Planner™ (CFP®) certification, as well as the Certified Investment Management Analyst® (CIMA®) designation, from the Wharton School of the University of Pennsylvania. Kelly has also attained the Private Wealth Advisor designation.  

Kelly is a supporter of No Greater Sacrifice and has been involved in fundraising for the Christopher and Dana Reeve Foundation. Kelly holds a B.A. in communications with a minor in business administration from Villanova University and an M.B.A. from Fordham University. She lives in New York City with her husband, Tom, and their three children. She enjoys running half marathons, practicing yoga, and playing tennis and golf.

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

  • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 

The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A. Degree in Communications, a Minor in Business Administration, Villanova University
  • MBA, Fordham

Credentials

  • Private Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Corporate Stock Benefit Consultant
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 713-6113

Email Me

Our Process

Our Process

Change your community. Change the world.

Change your community. Change the world.

Executive decisions

Executive decisions

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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