$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Bob began his financial services career in 1981, with Bache Halsey Stuart Shields, on the operational side of the business working in the money market and mutual fund department. Understanding the operational side of the business allowed Bob to provide greater client service to his clients once he made the transition to the role financial advisor in 1984. Bob, an early adopter of the teaming concept, firmly believes that leveraging the knowledge and resources of others enhances the client experience. This leverage goes beyond his immediate team, with the support of UBS, he is able to provide valuable advice to clients by use of an extended team.
In 2006, Bob, along with the rest of his team, left Wachovia Securities to join UBS Financial Services Inc. Bob works primarily with (ultra) high net worth individuals, business owners, and corporate accounts. His areas of focus include retirement planning, asset allocation, wealth transfer issues, and fixed income. Bob is a graduate of Fairfield University. He is an avid golfer and enjoys spending time with his family and friends. He and his wife, Alison, reside in Fair Haven, NJ, while Bob's daughter, Meghan, lives in New York City with her fiancé. His son, Kyle, is working and living in Chicago.
Tom has over 30 years of experience in the financial services industry. Prior to joining UBS Financial Services Inc., he worked at Wachovia and Prudential Securities. Tom had the foresight in the early 90s that teaming would be an important aspect of the business. It would allow him to gain different prospective for each client situation, which ultimately results in a better understanding of his client's needs. Not only is he able to leverage his immediate team; with the resources available to him at UBS, he is able to extend his team to all areas of focus. Tom serves the needs of (ultra) high net worth individuals and their families, as wells a businesses. His areas of focus include retirement planning, asset allocation, wealth transfer issues, and fixed income. He is a graduate of Florida International University in Miami, FL. Outside of work, Tom enjoys playing golf, paddle tennis, and skiing, as well as spending time with his friends and family. He, along with his wife, Patti, and son, Kevin, reside in Ramsey, NJ.
Matthew started his career in the financial service industry in 2003 and has held positions at Wachovia Securities, and Perrin Holden & Davenport Capital. He works primarily with (ultra) high net worth individuals and business owners. Matthew is a firm believer that through self—improvement, he is better suited to help clients achieve their goals. With that in mind, he obtained the designation of CERTIFIED FINANCIAL PLANNER in 2009 and then went back to school in 2015 to acquire his MBA; graduating, with honors, in 2017. His newest designation of CERTIFIED DIVORCE FINANCIAL ANALYST was obtained 2024. He uses knowledge gained from both in-class and real world experiences to deepen his understanding of complex matters such as retirement & financial planning, divorce analysts, asset allocation, and wealth transfer. He believes that through collaboration with his team, and the resources of UBS, he is able to deliver a better client experience. He grew up in Miami, FL and attended undergraduate school at the University of North Carolina at Chapel Hill, graduating in 2003. Matthew resides in Montclair, NJ with his wife, Erin, and two daughters, Natalie and Charlotte. Matthew and his family are active in the community, they especially enjoy spending time at Crestmont Country Club and at Congregation B'nai Jeshurun (TBJ). In addition to golf, Matthew enjoys swimming, a love that his whole family is now involved in. His two daughters are both competitive swimmers so he can be found at the pool 7 days a week training them.
Kevin is from Ramsey, New Jersey. He started working at UBS in September 2024 as a Client Service Associate. He spent the summer of 2022 as an intern with UBS. Before his career in the financial service industry, Kevin attended Roger Williams University in Bristol, Rhode Island. He graduated in 2023 with a bachelor’s degree in finance and a concentration in mathematics from the Gabelli School of Business. He then received his MBA from the Roger Williams University Gabelli School of Business in May of 2024. Kevin is an avid sports fan. He played lacrosse in college, but now enjoys golfing and snowboarding. Kevin is a fan of the Jets, Mets, and Islanders.
Bob began his financial services career in 1981, with Bache Halsey Stuart Shields, on the operational side of the business working in the money market and mutual fund department. Understanding the operational side of the business allowed Bob to provide greater client service to his clients once he made the transition to the role financial advisor in 1984. Bob, an early adopter of the teaming concept, firmly believes that leveraging the knowledge and resources of others enhances the client experience. This leverage goes beyond his immediate team, with the support of UBS, he is able to provide valuable advice to clients by use of an extended team.
In 2006, Bob, along with the rest of his team, left Wachovia Securities to join UBS Financial Services Inc. Bob works primarily with (ultra) high net worth individuals, business owners, and corporate accounts. His areas of focus include retirement planning, asset allocation, wealth transfer issues, and fixed income. Bob is a graduate of Fairfield University. He is an avid golfer and enjoys spending time with his family and friends. He and his wife, Alison, reside in Fair Haven, NJ, while Bob's daughter, Meghan, lives in New York City with her fiancé. His son, Kyle, is working and living in Chicago.
Tom has over 30 years of experience in the financial services industry. Prior to joining UBS Financial Services Inc., he worked at Wachovia and Prudential Securities. Tom had the foresight in the early 90s that teaming would be an important aspect of the business. It would allow him to gain different prospective for each client situation, which ultimately results in a better understanding of his client's needs. Not only is he able to leverage his immediate team; with the resources available to him at UBS, he is able to extend his team to all areas of focus. Tom serves the needs of (ultra) high net worth individuals and their families, as wells a businesses. His areas of focus include retirement planning, asset allocation, wealth transfer issues, and fixed income. He is a graduate of Florida International University in Miami, FL. Outside of work, Tom enjoys playing golf, paddle tennis, and skiing, as well as spending time with his friends and family. He, along with his wife, Patti, and son, Kevin, reside in Ramsey, NJ.
Matthew started his career in the financial service industry in 2003 and has held positions at Wachovia Securities, and Perrin Holden & Davenport Capital. He works primarily with (ultra) high net worth individuals and business owners. Matthew is a firm believer that through self—improvement, he is better suited to help clients achieve their goals. With that in mind, he obtained the designation of CERTIFIED FINANCIAL PLANNER in 2009 and then went back to school in 2015 to acquire his MBA; graduating, with honors, in 2017. His newest designation of CERTIFIED DIVORCE FINANCIAL ANALYST was obtained 2024. He uses knowledge gained from both in-class and real world experiences to deepen his understanding of complex matters such as retirement & financial planning, divorce analysts, asset allocation, and wealth transfer. He believes that through collaboration with his team, and the resources of UBS, he is able to deliver a better client experience. He grew up in Miami, FL and attended undergraduate school at the University of North Carolina at Chapel Hill, graduating in 2003. Matthew resides in Montclair, NJ with his wife, Erin, and two daughters, Natalie and Charlotte. Matthew and his family are active in the community, they especially enjoy spending time at Crestmont Country Club and at Congregation B'nai Jeshurun (TBJ). In addition to golf, Matthew enjoys swimming, a love that his whole family is now involved in. His two daughters are both competitive swimmers so he can be found at the pool 7 days a week training them.
Kevin is from Ramsey, New Jersey. He started working at UBS in September 2024 as a Client Service Associate. He spent the summer of 2022 as an intern with UBS. Before his career in the financial service industry, Kevin attended Roger Williams University in Bristol, Rhode Island. He graduated in 2023 with a bachelor’s degree in finance and a concentration in mathematics from the Gabelli School of Business. He then received his MBA from the Roger Williams University Gabelli School of Business in May of 2024. Kevin is an avid sports fan. He played lacrosse in college, but now enjoys golfing and snowboarding. Kevin is a fan of the Jets, Mets, and Islanders.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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.
A lot has changed since President Trump took office. His administration has initiated policy changes and markets have reacted. The Chief Investment Office (CIO) anticipates further volatility amid tariff concerns but continues to expect gains for the S&P 500 by year-end. A solid US economy and healthy corporate earnings growth should support the rally.
06 March 2025
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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