Begin with a plan

For your goals. For your future.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

We're ready to listen.

Richard R. Lafferty, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
Rich grew up in southern New Jersey and is a graduate of The College of William & Mary, with an interdisciplinary degree in biology, geology and economics. He started his financial services career in 1976 with Mutual and United of Omaha and was an Investment Executive with Merrill Lynch for six years before joining PaineWebber in 1983. As Vice President-Investments at UBS, Rich earned his Certified Financial Planner™ (CFP®) designation in 2005. He also currently maintains investment advisor and insurance producer licenses. He lives with his wife, Pam, and their daughter in Pennington, NJ.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
100 Overlook Center
Suite 303
Princeton, NJ 08540
William Stryker

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
An industry veteran of over 30 years, Bill works closely with high-net-worth individuals and families to organize and simplify their financial lives. He does this by taking a financial planning approach that looks beyond your investments and encompasses all aspects of your financial life.

Bill joined UBS in 2004 after spending 12 years at A.G. Edwards & Sons. He graduated from University of Maryland with a BA in Economics. He earned the designation of Certified Financial Planner (CFP) in 2008. Bill resides in Princeton with his three teenage children.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
100 Overlook Center
Suite 303
Princeton, NJ 08540
Andrea Nucero

Wealth Strategy Associate
View bio
- CA
- CT
- DE
- FL
- KS
- MA
- MD
- ME
- MI
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- TX
- VA
With over 20 years at UBS, Andrea serves as the front line of communication for our team. She is responsible for leading the team’s client service and administration efforts. She approaches every relationship with empathy, understanding and a commitment to helping clients move successfully through financial challenges toward their goals. Her long tenure provides for a vast knowledge of UBS products and services.

Andrea is a graduate of West Chester University and maintains both her Series 7 and Series 66 licenses. She resides in Washington Crossing, PA with her husband, Len, and their two children, Christian and Lauren.
100 Overlook Center
Suite 303
Princeton, NJ 08540

Richard R. Lafferty, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
Rich grew up in southern New Jersey and is a graduate of The College of William & Mary, with an interdisciplinary degree in biology, geology and economics. He started his financial services career in 1976 with Mutual and United of Omaha and was an Investment Executive with Merrill Lynch for six years before joining PaineWebber in 1983. As Vice President-Investments at UBS, Rich earned his Certified Financial Planner™ (CFP®) designation in 2005. He also currently maintains investment advisor and insurance producer licenses. He lives with his wife, Pam, and their daughter in Pennington, NJ.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
100 Overlook Center
Suite 303
Princeton, NJ 08540
William Stryker

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
An industry veteran of over 30 years, Bill works closely with high-net-worth individuals and families to organize and simplify their financial lives. He does this by taking a financial planning approach that looks beyond your investments and encompasses all aspects of your financial life.

Bill joined UBS in 2004 after spending 12 years at A.G. Edwards & Sons. He graduated from University of Maryland with a BA in Economics. He earned the designation of Certified Financial Planner (CFP) in 2008. Bill resides in Princeton with his three teenage children.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
100 Overlook Center
Suite 303
Princeton, NJ 08540
Andrea Nucero

Wealth Strategy Associate
View bio
- CA
- CT
- DE
- FL
- KS
- MA
- MD
- ME
- MI
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- TX
- VA
With over 20 years at UBS, Andrea serves as the front line of communication for our team. She is responsible for leading the team’s client service and administration efforts. She approaches every relationship with empathy, understanding and a commitment to helping clients move successfully through financial challenges toward their goals. Her long tenure provides for a vast knowledge of UBS products and services.

Andrea is a graduate of West Chester University and maintains both her Series 7 and Series 66 licenses. She resides in Washington Crossing, PA with her husband, Len, and their two children, Christian and Lauren.
100 Overlook Center
Suite 303
Princeton, NJ 08540

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

Advice. Beyond investing.

For some of life's questions you're not alone. Together we can find an answer.

To make the right choices you need to ask the right questions. And because your life keeps changing, we keep on asking.

Advice that's all about you and what you need starts with a plan that we develop together. It’s part of a strategy for managing your wealth and pursuing your personal goals for every part of your life, at every stage of your life. It's what we call: Advice. Beyond investing.

A team approach

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.

Backed by the strength of UBS

A global leader in wealth management

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

More than 150 years

offering financial advice

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Begin with a plan

Richard R. Lafferty, CFP

William Stryker

Andrea Nucero