A legacy for generations

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

Young family at the beach

Linda M. Gelson

Senior Vice President–Wealth Management

Financial Advisor

Linda began her career in one of the equity market's most tumultuous years on record- and over the past three decades has helped her clients manage their wealth throughout good times and bad.  She joined UBS in 2011 after 10 years at Smith Barney and prior tenures at Prudential Securities and Merrill Lynch.

The cornerstone of her service commitment is to offer clients distinctive, caring, and personalized attention, in addition to timely communications and availability.  Each client relationship begins with a careful consideration of her clients' long-term financial objectives and life aspirations.  Linda seeks to grow her client relationships by continuously striving to transcend their expectations as well as steadily helping them to instill value and leave a legacy for the people that matter the most.

Linda is FINRA-registered and holds Series 7, 63, 65 securities licenses as well as licenses for life insurance and variable annuities.   In 2018, Linda received her Portfolio Manager designation and, in addition to her title of Senior Vice President, she is a member of the Director's Counsel at UBS.

Registered States:
  • CA
  • DE
  • FL
  • MA
  • MI
  • NH
  • NJ
  • NV
  • NY
  • PA
  • SC
  • TX
  • VA

Education

  • Bachelor of Arts, St. Francis University

Credentials

  • Portfolio Manager
500 Campus Drive
Florham Park, NJ 07932
  • (973) 360-4379

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Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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