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
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

Education

  • B.A. Economics, Muhlenberg College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
140 Broad Street
Suite 100
Red Bank, NJ 07701
  • (732) 219-5512

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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