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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.

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Pursuing your goals together

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.

  • Patricia Murphy

    Patricia Murphy

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • ID
    • IL
    • MA
    • MD
    • NC
    • NJ
    • NY
    • PA
    • TN
    • VA
    • WA

    Patricia draws from her decades of experience to deliver relevant, timely information and advice to her clients. She uses a comprehensive approach to wealth management that is designed to address the complexities of her clients’ circumstances. This approach enables her to recommend fully integrated strategies that help her clients achieve their financial visions.

    Professional Affiliations
    Patricia is a member of the Financial Planning Association, 100 Women in Finance, the UBS Veterans Network and the Norwich University Ambassador Program and serves as a mentor with American Corporate Partners for returning veterans.

    Education
    Patricia graduated cum laude from Kings College in Wilkes Barre, PA. She holds FINRA Series 7, 63 and 65 securities licenses, as well as health, life, long-term care and annuity licenses.

      • Kings College in Wilkes Barre, PA, cum laude
      • Wealth Advisor
      299 Park Avenue
      New York, NY 10171
    • Joseph

      Joseph Kross, CFP, AWMA

      Financial Advisor Associate

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      • AK
      • AZ
      • CA
      • CT
      • FL
      • GA
      • IL
      • MA
      • MD
      • NC
      • NE
      • NJ
      • NV
      • NY
      • OR
      • PA
      • SC
      • TX
      • VA
      • VT
      • WI

      Joe has over 10 years experience in the financial services industry, with an extensive background in financial planning. Joe focuses on encompassing asset allocation, wealth and liability management, and tax and estate planning in order to create tailored financial plans for his clients. Prior to joining UBS in 2014, Joe worked as an investment specialist with Merrill Lynch.

      Professional Affiliations
      As a CERTIFIED FINANCIAL PLANNER™, Joe has received training in advanced planning for retirement, college saving, insurance, and wealth transfer strategies. A graduate of Wagner College with honors, Joe received his Bachelor of Science degree in business administration with a finance and management concentration. Joe is near completion in his studies to obtain his Masters of Science degree in investment management from Pace University. He maintains Series 7, 63, and 65 securities licenses as well as New York State life and health insurance licenses.

      Outside of UBS
      Joe enjoys spending time with his family and friends. He is an active participant in the UBS Community Affairs & Corporate Responsibility program and can be found on the golf course during the weekends.

            299 Park Avenue
            11th floor
            New York, NY 10171
          • Susan

            Susan Perlaki

            Client Associate Senior

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • ID
            • IL
            • MA
            • MD
            • MI
            • NC
            • NJ
            • NV
            • NY
            • OH
            • OR
            • PA
            • SC
            • TN
            • UT
            • VA
            • VT
            • WA
            • WI

            Susan's responsibilities include all operational and administrative tasks. She strives to provide an enhanced white glove client experience for you.

            Susan's knowledge of firm policy, procedures and technology allows her to interface with you on many levels. Her goal is to anticipate your needs, resolve any issues that may arise and take a proactive stance on informing you as to the many services and capabilities that are available to you as a valued client.

            Questions relating to statements, confirmations, tax reporting documents, Online Services, loan documentation, wiring funds, transferring assets into UBS should all be directed to Susan. Additionally, Susan is FINRA registered ,enabling her to assist with any transactions when needed.

            Please feel free to request customization of any of our services. Susan will work diligently to accommodate your wishes. I am sure that you will find Susan's energy, enthusiasm and  eagerness to please, just some of the traits that make working with her a pleasure.

                  299 Park Avenue
                  New York, NY 10171

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                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.

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