Lasting relationships

Understanding what matters most to you

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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.

  • Michael Norris Profile Photo

    Michael Norris

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • MA
    • MD
    • MN
    • NC
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WY

    Mike began his financial services career in 2005 as an Investment Strategist with Belle Haven Investments, an institutional money manager. He then moved to Oppenheimer & Co., where he worked as a Senior Financial Associate for four years, offering his investment experience in fixed income strategies. Mike joined UBS Financial Services in 2011, where he currently provides wealth management strategies to high-net-worth individuals and families. 

    Mike focuses on creating comprehensive financial strategies to manage and preserve his client's wealth. He holds Series 7, 63, and 65 licenses, and is particularly skilled at analyzing fixed income options and developing customized lending approaches.

    He earned his B.S. from The University of Connecticut in 2004 and currently lives with his wife, Marissa, and their son Mason, in Oradell, NJ. He has been involved with various charities and organizations, including the American Society for the Prevention of Cruelty to Animals, Growing Hearts of Africa, and World Vision.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

    • University of Connecticut, B.S.
      299 Park Avenue
      New York, NY 10171
      michael.norris@ubs.com
      Michael Norris
      299 Park Avenue,New York,NY,10171
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      Anthony DeMarco

      Senior Client Associate

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              299 Park Avenue
              New York, NY 10171
              anthony.demarco@ubs.com
              Anthony DeMarco
              299 Park Avenue,New York,NY,10171
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              Christopher Vargas

              Client Associate

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                      299 Park Avenue
                      New York, NY 10171
                      christopher.vargas@ubs.com
                      Christopher Vargas
                      299 Park Avenue,New York,NY,10171

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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.

                    Gain additional insights into the trends shaping wealth in the US and around the world.

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