Let's move forward. Together.

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.

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.

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.