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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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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