Family. Wealth. For Generations.

Team photo

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.

Three generations in front yard

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Dirk Stribrny

    Dirk A. Stribrny, CFP

    Managing Director–Wealth Management

    Financial Advisor

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    Dirk is the founding partner of Legacy Wealth Partners at UBS and has over 33 years of experience in wealth management. He graduated from Syracuse University with a Bachelor’s degree in marketing. Dirk obtained the Certified Financial Planner® (CFP®) certification in 1997 and holds Series 7, 63, and 65 securities licenses, as well as insurance licensing in over 10 states. He lives in Malvern, PA with his wife, Lizzie, and their four children.

    Dirk was a rower at Syracuse University from 1987 to 1990. He is an avid triathlete who completed the Ironman Lake Placid in 2015 and competes in races throughout the greater Philadelphia area. He is also an active marathon runner, having participated in the Boston and Philadelphia marathons for several years, and he will be running in the 2025 Boston Marathon with his daughter. Dirk has coached youth sports for over 15 years, including basketball, lacrosse, and football, and was involved with the leadership team for the Great Valley Basketball Association. Additionally, he is an avid golfer and paddle tennis player.

    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        101 West Elm Street
        Suite 200
        Conshohocken, PA 19428
        dirk.stribrny@ubs.com
        Dirk A. Stribrny, CFP
        101 West Elm Street,Conshohocken,PA,19428
      • Kevin 2024

        Kevin McCoy, CRPC

        Senior Vice President–Wealth Management

        Financial Advisor

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        Kevin has over 30 years of experience in wealth management and is a Senior Vice President with UBS. He graduated from Villanova University with a Bachelor’s degree in liberal arts. As a Chartered Retirement Planning Counselor™ (CRPC™℠), Kevin has advanced knowledge when it comes to creating, implementing, and maintaining retirement plans accounting for their unique tax complexities. Additionally, he holds Series 7, 63, and 65 securities licenses, as well as insurance licensing in over 10 states. Kevin lives in Wayne, PA with his wife, Elaina, and two children.

        When he is not spending time with his family, he dedicates his time to causes concerned with special needs and is active within his church community.

              101 West Elm Street
              Suite 200
              Conshohocken, PA 19428
              k.mccoy@ubs.com
              Kevin McCoy, CRPC
              101 West Elm Street,Conshohocken,PA,19428
            • Jim 2024

              James Nastasi

              Senior Vice President–Wealth Management

              Financial Advisor

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              James Nastasi joined UBS Financial Services in October of 2015 as a Vice President of Wealth Management. He has been in the financial services industry since 2001. James follows a disciplined process that is designed to enable a relationship which permits him to craft solutions that help meet your financial needs. He is a graduate of Gettysburg College and Villanova University.  James resides in Collegeville, PA with his wife, Ashley, and his daughter, Paige and son Bennett.

              • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

                  101 West Elm Street
                  Suite 200
                  Conshohocken, PA 19428
                  james.nastasi@ubs.com
                  James Nastasi
                  101 West Elm Street,Conshohocken,PA,19428
                • Joe 2024

                  Joseph R. Croll, CFP

                  First Vice President–Wealth Management

                  Financial Advisor

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                  Joe has over 15 years of experience in wealth management and is a First Vice President with UBS.  He graduated from Loyola College in Maryland with a Bachelor’s degree in Business Administration and Business Management.  Joe obtained the Certified Financial Planner® (CFP®) certification in 2015 and holds Series 7 and 66 securities licenses, as well as insurance licensing in over 10 states.  Joe lives in Glenside, PA with his wife, Maria, and their three sons Connor, Ryan and Luke.

                  Joe has coached youth sports for over 10 years, including basketball, baseball and soccer.  Additionally, he can be found spending time with his family or playing golf.

                        101 West Elm Street
                        Suite 200
                        Conshohocken, PA 19428
                        joseph.r.croll@ubs.com
                        Joseph R. Croll, CFP
                        101 West Elm Street,Conshohocken,PA,19428
                      • Rose DeFalco

                        Rose J. DeFalco

                        Associate Director

                        Senior Wealth Strategy Associate

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                              101 West Elm Street
                              Suite 200
                              Conshohocken, PA 19428
                              rose.j.defalco@ubs.com
                              Rose J. DeFalco
                              101 West Elm Street,Conshohocken,PA,19428
                            • Carrie 2024

                              Carrie Cannon, CEPA

                              Authorized Officer

                              Senior Wealth Strategy Associate

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                              Prior to joining UBS, Carrie spent the last 15 years as a Vice President & Business Banking Relationship Manager-- advising Business Owners and Key Executives on how to best grow their business while partnering with their Centers of Influence.  With her unique experience and countless close relationships within the business community, Carrie is able to add value to our already, lasting client relationships. 

                              Carrie received her B.A. in Public Relations/Advertising, a Minor in Business Administration from The Pennsylvania State University and is a proud member of their Schreyer Honors College. She holds her Series 7 & 66 Securities licenses, as well as Life, Accident, and Health Insurance licenses.  Additionally, Carrie holds the unique CEPA accreditation-- Certified Exit Planning Advisor.  She resides in Blue Bell, PA with her husband Chris.

                              • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

                                  101 West Elm Street
                                  Suite 200
                                  Conshohocken, PA 19428
                                  carrie.cannon@ubs.com
                                  Carrie Cannon, CEPA
                                  101 West Elm Street,Conshohocken,PA,19428
                                • kiryna

                                  Kiryna Cotroneo

                                  Client Associate

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                                    Kiryna joined the financial industry in 2022 after graduating from Drexel University with a bachelor’s degree in business legal studies and organizational management. Her responsibilities include overseeing branch systems, educating clients on account services and wealth management resources, and managing client service requests to completion. Kiryna enjoys trying new restaurants, running, and spending time with her friends and family.

                                          101 West Elm Street
                                          Suite 200
                                          Conshohocken, PA 19428
                                          kiryna.cotroneo@ubs.com
                                          Kiryna Cotroneo
                                          101 West Elm Street,Conshohocken,PA,19428
                                        • Adam 2024

                                          Adam Roberts

                                          Senior Client Associate

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                                          Adam has been in the financial industry for 27 years originally starting as a wire operator. He holds his Series 7, 9, 10, 63, and 65 securities licenses, as well as insurance licensing in over 10 states. When not working he can be found hiking, going to concerts, biking, or anything outdoors. Adam is responsible for providing excellent service and enhancing the client experience.

                                                101 West Elm Street
                                                Suite 200
                                                Conshohocken, PA 19428
                                                adam.roberts@ubs.com
                                                Adam Roberts
                                                101 West Elm Street,Conshohocken,PA,19428,101 West Elm Street,Conshohocken,PA,19428
                                              • Sara 2024

                                                Sara Moyer

                                                Senior Client Associate

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                                                Sara has been in the financial services industry for 18 years working alongside Financial Advisors and their clients. Her attention to detail and commitment to providing exceptional customer service is second to none, making her an integral part of the team.

                                                Sara has earned her Series 7, 66, & 31 as well as Life, Health and Disability Insurance licenses. She is a 2006 graduate from Bloomsburg University and graduated with a B.S. in Marketing. Sara resides in Harleysville, PA with her husband Rich, daughter Reese, and son Colton.

                                                      101 West Elm Street
                                                      Suite 200
                                                      Conshohocken, PA 19428
                                                      sara.moyer@ubs.com
                                                      Sara Moyer
                                                      101 West Elm Street,Conshohocken,PA,19428
                                                    • sue

                                                      Susan Sussman

                                                      Senior Client Associate

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                                                        Sue has worked in the financial industry for 39 years, starting her career in banking and mortgage lending. Her career at Smith Barney, who then became Morgan Stanley, spanned 23 years, most of that time with The Stribrny Group.

                                                        In her professional role as a Senior Client Service Associate, she assists the team with all administrative and operational tasks by leading the groups scheduling, and event coordination. Sue also focuses on client servicing and all aspects of account administration. She takes pride in her extensive knowledge and applies that to providing the best service possible. She resides in Chester County with her husband, and they cheer on their daughter who is currently attending Rutgers University.  She has three dogs and will at any time, love to talk to you about your pets as well.

                                                              101 West Elm Street
                                                              Suite 200
                                                              Conshohocken, PA 19428
                                                              susan.sussman@ubs.com
                                                              Susan Sussman
                                                              101 West Elm Street,Conshohocken,PA,19428
                                                            • Tamara 2024

                                                              Tamara Frankel

                                                              Client Associate

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                                                                Tamara began her career in the financial industry as an intern while attending Queens College in New York. She moved to Bala Cynwyd, PA when she got married to her husband Jake in 2020, where they still reside today with their young daughter Hannah. As a client service associate Tamara is responsible for the delivery of reports and client documents for all meetings.   

                                                                      101 West Elm Street
                                                                      Suite 200
                                                                      Conshohocken, PA 19428
                                                                      tamara.frankel@ubs.com
                                                                      Tamara Frankel
                                                                      101 West Elm Street,Conshohocken,PA,19428

                                                                    A focus on personalized access and service

                                                                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                                                                    Why does A.I. in space matter?

                                                                    Outlook on interest rates

                                                                    Tree

                                                                    UBS and Credit Suisse—stronger than ever

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                                                                    Success to succession

                                                                    Enabling the transfer of all you hold valuable

                                                                    What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?

                                                                    Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

                                                                    A leader in wealth management

                                                                    Backed by the strength of our parent company, UBS AG

                                                                    $5.8+ trn

                                                                    UBS Group invested assets
                                                                    As of 03/31/2024

                                                                    51 countries

                                                                    Our global footprint

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                                                                    UBS is a leading and truly global wealth manager

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