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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior 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
Senior 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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
