Financial planning tailored to your goals

• CA
• CT
• DC
• FL
• KY
• MA
• MO
• NJ
• NV
• NY
• PA
• SC
• TX
• VA

As a 28- year veteran of the financial services industry, I am committed to helping my clients simplify their financial lives by offering comprehensive wealth management, specializing in retirement income planning, fixed income strategies, and estate planning. I employ a disciplined approach to asset allocation, with an emphasis on capital preservation and personalized investment strategies tailored to each individual client. With a commitment to thorough analysis, and a prudent approach to investing, I collaborate closely with clients and their other trusted advisors to help generate and manage income in retirement, and help reduce the tax impact on my clients' estates.

I enjoy skiing, cycling, hiking, and reading anything related to the economy and the stock market, and traveling worldwide with my wife Sheila, and my two sons, Conor, and Sean.

• University of Tampa, B.S. Business Management

• CA
• CO
• CT
• FL
• MA
• NC
• NJ
• NV
• NY
• PA
• SC
• VA
• VT

Gerry began his career in the financial services industry in 1987. He has worked at UBS Financial Services Inc. and its predecessor firm, PaineWebber Inc.,  for over 30 years.  His practice has been  built around providing sound financial advice and assisting his clients as they accumulate and protect their wealth.  By employing a disciplined approach to wealth management, his clients have developed specific asset allocation and risk management models.  His client base includes individuals, small businesses and non- profit organizations.

He graduated from the State University of New York, Albany. He holds his series 7, 63 and 65 licenses as well as Life and Health Insurance licenses.

Gerry currently lives in Perrineville NJ with his wife, Dawn, and their daughters, Carolyn and Erin.

• AK
• CA
• CO
• DE
• FL
• MA
• ME
• NC
• NJ
• NY
• PA
• WI

With over 20 years of experience, Michael built his practice helping clients with their financial planning and investment needs. During his career, Michael has witnessed both the private and institutional sides of the financial industry, enabling him to bring valuable market insights to his practice. Additionally, this experience helps him to have a strong understanding of the firm and how to use the resources to benefit his clients. He has formalized his experience by completing the rigorous certification process and achieving the designation of Certified Financial Planner®. Michael has also been named to the UBS Portfolio Management Program (PMP), which allows UBS advisors to act as a discretionary investment manager.

Throughout his career, Michael has worked with affluent individuals and their families to plan for a more secure future. These clients include business owners, professionals, and corporate executives. By helping clients to clearly identify their goals, he works to create a financial plan and investment strategy to meet that purpose. As a CFP®, Michael possesses knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. Michael focuses on investment and risk management, income generation and income maximization strategies, insurance needs, and wealth transfer strategies.

Michael is a board member and past president of the Rotary Club of Fanwood-Scotch Plains. He is also a board member of the Dance Innovation Performance Foundation.

Michael is the proud father of two sons. In his spare time he enjoys boating and he is a certified Yoga Instructor.

• CT
• FL
• NJ
• NY
• PA

Martha joined PaineWebber, the predecessor of UBS Financial Services, in 1997 after a career as a Realtor. She is the point person for all operational and administrative needs. Martha earned a B.A. from Montclair State University in English Literature. She is a registered sales assistant, with Series 7, 63 ,and 65 licenses, as well as insurance licensed for Life, Health, and Annuities.

A lover of books, travel and dogs, she resides in Oakland , NJ with her husband Bob.

• NJ

Lisa has been working in the financial services industry since 1983 after graduating from Rutgers University earning a B.A. in Art History with a Minor in Economics. She came to PaineWebber Inc. in 1994 after working at Shearson Smith Barney (and it's predecessors) for 11 years.  Lisa is Series 7 registered, and  primarily handles operational issues and client services requests for the team.  When not working, she enjoys travel and cooking.  Lisa resides in Howell, New Jersey.