Insight-based advice

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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. 

• Fairfield University

• Wealth Advisor

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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. 

• Florida International University in Miami, FL

• Wealth Advisor

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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. 

• University of North Carolina at Chapel Hill
• Montclair State University, MBA

• CERTIFIED FINANCIAL PLANNER®
• Certified Divorce Financial Analyst

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.

• Roger Williams University: 2023
• Roger Williams University, MBA: 2024