Experience

Makes all the difference

Terence McMahon

Senior Vice President–Wealth Management

Financial Advisor

With over 25 years in the investment advisory business and a portfolio manager in the UBS PMP program, I have a true understanding of creating investment portfolios that are unique according to an individual's personal financial goals. Communicating with my clients on a regular basis ensures that their portfolios are strategically designed to reflect their risk tolerance and their overall objectives.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Education

  • Siena College, B.A. Business Administration

Credentials

  • Portfolio Manager
184 Liberty Corner Road
Suite 101
Warren, NJ 07059

Email Me

Ashley Buhl

Senior Client Associate

With my focus in providing the highest level of client satisfaction, I am committed to UBS and working with Terry to ensure that every client is given the attention they deserve. I recognize the true importance of client service and provide resolution to questions and concerns in a timely and efficient manner.

Ashley graduated in 1999 with Honors, B.A. in Business Administration, with a concentration in Marketing. She currently resides in Clinton, NJ with her husband and their two children.

Registered States:
  • NJ
184 Liberty Corner Road
Suite 101
Warren, NJ 07059

Email Me