Thoughtful advice one family at a time

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.

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 A. Stribrny, CFP

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
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, 2024, 2025The 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.
- Forbes Best-in-State Wealth Management Teams, 2025The 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.
- UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
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 McCoy, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
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.
- Forbes Best-in-State Wealth Management Teams, 2025The 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

k.mccoy@ubs.com

Kevin McCoy, CRPC

101 West Elm Street,Conshohocken,PA,19428
Joseph R. Croll, CFP

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
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.
- Forbes Best-in-State Wealth Management Teams, 2025The 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

joseph.r.croll@ubs.com

Joseph R. Croll, CFP

101 West Elm Street,Conshohocken,PA,19428
Rose J. DeFalco

Associate Director

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Rose DeFalco is an Associate Director at UBS, boasting a 35-year tenure in the financial services industry. Renowned for her unwavering reliability and client-centric approach, Rose prioritizes the needs and goals of each individual she serves. Holding Series 7 and 66 securities licenses, along with insurance licensing in Pennsylvania, Rose collaborates closely with clients to enhance their financial literacy and empower them to make informed decisions. Her primary focus is cultivating enduring partnerships geared towards guiding clients towards their financial aspirations through meticulous planning. With a wealth of knowledge and an unwavering commitment to excellence, Rose stands as an invaluable resource for all our clients.

A distinguished alumna of Penn State University, Rose holds a Bachelor of Science degree in Business Administration, specializing in Financial Services. Residing in Pottstown, Pennsylvania, alongside her husband Bob, Rose finds joy in hiking, and cherishing quality time with her loved ones.
101 West Elm Street
Suite 200
Conshohocken, PA 19428

rose.j.defalco@ubs.com

Rose J. DeFalco

101 West Elm Street,Conshohocken,PA,19428
Kiryna Cotroneo

Client Associate
View bio
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
Susan Sussman

Senior Client Associate
View bio
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

Adam Roberts

Senior Registered Client Associate
View bio
- AZ
- AZ
- CA
- CA
- DE
- DE
- FL
- FL
- GA
- GA
- KY
- KY
- LA
- LA
- MA
- MA
- MD
- MD
- NH
- NH
- NJ
- NJ
- NY
- NY
- OH
- OH
- OR
- OR
- PA
- PA
- SC
- SC
- TN
- TN
- TX
- TX
- VA
- VA
- VT
- VT
- WA
- WA
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

Dirk A. Stribrny, CFP

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
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, 2024, 2025The 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.
- Forbes Best-in-State Wealth Management Teams, 2025The 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.
- UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
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 McCoy, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
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.
- Forbes Best-in-State Wealth Management Teams, 2025The 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

k.mccoy@ubs.com

Kevin McCoy, CRPC

101 West Elm Street,Conshohocken,PA,19428
Joseph R. Croll, CFP

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
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.
- Forbes Best-in-State Wealth Management Teams, 2025The 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

joseph.r.croll@ubs.com

Joseph R. Croll, CFP

101 West Elm Street,Conshohocken,PA,19428
Rose J. DeFalco

Associate Director

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Rose DeFalco is an Associate Director at UBS, boasting a 35-year tenure in the financial services industry. Renowned for her unwavering reliability and client-centric approach, Rose prioritizes the needs and goals of each individual she serves. Holding Series 7 and 66 securities licenses, along with insurance licensing in Pennsylvania, Rose collaborates closely with clients to enhance their financial literacy and empower them to make informed decisions. Her primary focus is cultivating enduring partnerships geared towards guiding clients towards their financial aspirations through meticulous planning. With a wealth of knowledge and an unwavering commitment to excellence, Rose stands as an invaluable resource for all our clients.

A distinguished alumna of Penn State University, Rose holds a Bachelor of Science degree in Business Administration, specializing in Financial Services. Residing in Pottstown, Pennsylvania, alongside her husband Bob, Rose finds joy in hiking, and cherishing quality time with her loved ones.
101 West Elm Street
Suite 200
Conshohocken, PA 19428

rose.j.defalco@ubs.com

Rose J. DeFalco

101 West Elm Street,Conshohocken,PA,19428
Kiryna Cotroneo

Client Associate
View bio
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
Susan Sussman

Senior Client Associate
View bio
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
Adam Roberts

Senior Registered Client Associate
View bio
- AZ
- AZ
- CA
- CA
- DE
- DE
- FL
- FL
- GA
- GA
- KY
- KY
- LA
- LA
- MA
- MA
- MD
- MD
- NH
- NH
- NJ
- NJ
- NY
- NY
- OH
- OH
- OR
- OR
- PA
- PA
- SC
- SC
- TN
- TN
- TX
- TX
- VA
- VA
- VT
- VT
- WA
- WA
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

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.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

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

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Thoughtful advice one family at a time

Pursuing your goals together

Dirk A. Stribrny, CFP

Kevin McCoy, CRPC

Joseph R. Croll, CFP

Rose J. DeFalco

Kiryna Cotroneo

Susan Sussman

Adam Roberts