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 America’s 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.
    • Forbes Best-in-State Wealth Advisors, 2022, 2023The 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.

    • University of Connecticut, B.S.
      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
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              Christopher Vargas

              Client Associate

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                      299 Park Avenue
                      New York, NY 10171

                    Focus on liquidity management

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                    UBS and Credit Suisse—stronger than ever

                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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