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$3.9 trillion
In invested assets globally
As of 12/31/2022
Retirement plan sponsors face daily challenges simplifying the complexity of a changing regulatory environment. Plan participants want to know they are making the most of their benefits. As a team of professional Retirement Plan Consultants, we stand ready to help you and your employees meet these challenges.
First Vice President–Wealth Management
Financial Advisor
With nearly 20 years of experience in the financial service industry. Patrick is a Certified Financial Planner. As a CFP®, Patrick possesses deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. Patrick built his practice providing sound advice to his clients, helping them to build their assets, through all market cycles. Patrick helps his clients manage their wealth and plan for the future based on their short term and long term goals.
Patrick graduated with a BA from Villanova University and an MBA from Fordham University. He currently holds his Series 3, 31, 7, 63, and 65 as well as his Life and Health Insurance Licenses.
Patrick and his wife, Tara, currently reside in Cranford, NJ with their three children.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
With nearly 20 years of experience in the financial service industry. Patrick is a Certified Financial Planner. As a CFP®, Patrick possesses deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. Patrick built his practice providing sound advice to his clients, helping them to build their assets, through all market cycles. Patrick helps his clients manage their wealth and plan for the future based on their short term and long term goals.
Patrick graduated with a BA from Villanova University and an MBA from Fordham University. He currently holds his Series 3, 31, 7, 63, and 65 as well as his Life and Health Insurance Licenses.
Patrick and his wife, Tara, currently reside in Cranford, NJ with their three children.
Education
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
