Global access. Strategic solutions.

Private Wealth Management

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Couple

Patrick R. DiSimone, CFP

Vice President–Wealth Management

Financial Advisor

Pat entered the financial services industry in 2009 during the peak of the Great Recession. He has leveraged this experience at UBS, where he now helps clients navigate ever-changing market landscapes.

Pat has attained the Private Wealth Advisor designation. He also holds the Certified Financial Planner™ (CFP®) certification and Corporate Stock Benefit Consultant designation. He works with individuals and families in creating comprehensive financial plans, while focusing on retirement planning, diversification, investment management and cash flow analysis. 

Pat has experience in assisting corporate executives evaluate equity compensation and the impact those awards have on their overall financial plan. He specializes in 10b5-1 trading plans, block trading, the sale of restricted stock and stock options. He is a volunteer for the charity God’s Love We Deliver and is a supporter of the Gillian Fund and No Greater Sacrifice. In his spare time, he enjoys golfing, playing basketball and attending Yankees games. Pat lives in New Jersey with his wife, Kate, their daughter, Penelope and dog Otis.

Pat graduated from Rutgers University with a B.A. in Economics and a minor in Philosophy.

CA License Number: 4108701

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023, 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.
  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award 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, minor Philosophy, Rutgers University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Corporate Stock Benefit Consultant
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 713-3524

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Our Process

Our Process

Change your community. Change the world.

Change your community. Change the world.

Executive decisions

Executive decisions

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.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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