Begin with a plan

For your goals. For your future.

Lafferty Stryker Team Photo

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.

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  • richard

    Richard R. Lafferty, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    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 awarded annually in November and is based on information from March of the prior year to March of the award year. 

        100 Overlook Center
        Suite 303
        Princeton, NJ 08540
      • william

        William Stryker

        Senior Vice President–Wealth Management

        Financial Advisor

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        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 awarded annually in November and is based on information from March of the prior year to March of the award year. 

            100 Overlook Center
            Suite 303
            Princeton, NJ 08540
          • andrea

            Andrea Nucero

            Wealth Strategy Associate

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            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.

                Multigenerational planning

                Multigenerational planning

                Advice. Beyond investing.

                A team approach

                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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