A plan for today, tomorrow and generations to come

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Plans

Michael Guido, CFP

Senior Vice President–Wealth Management

Financial Advisor

Trusted financial advice is more important today than ever. With over 20 years of industry experience, Michael's clients' financial goals are the focus of everything he does.  He aims to learn all he can about his clients, so he can address their most important priorities with a detailed plan that puts their goals within reach. Michael is committed to a relationship with his clients that’s relevant to their life and focused on their financial success.

After graduating with a Bachelor of Arts degree in Economics from Muhlenberg College, Michael joined UBS Financial Services in June of 1998 in the Account Transfer: Recruit Services division. He earned the designation of Certified Financial Planner (CFP) in February 2005.

Michael and his wife Carlyn reside in Bordentown, NJ with their two daughters. He enjoys spending time with his family at the Jersey shore.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • SC
  • SD
  • TX
  • VA
  • VT
  • WA

Education

  • B.A. Economics, Muhlenberg College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
331 Newman Springs Road
Building 1, 3rd Floor
Red Bank, NJ 07701
  • (732) 219-5512

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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