Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Philip DiPasquale

Senior Vice President–Wealth Management

Financial Advisor

Phil has developed a broad-based background and record of accomplishment over a 30 year professional career. Phil joined UBS in 2011, following 8 years with Morgan Stanley and Smith Barney. In 2007, Phil completed Smith Barney's Leadership Development Program, reserved for a highly selective group of financial advisors from throughout the United States.

Prior to joining Smith Barney in 2003, Phil developed expertise in financial analysis and management as well as strategic planning, with a particular emphasis helping successful business owners and medical professionals evaluate opportunities and achieve their long-term financial goals.

Phil served as Founder & President of MDX, Inc., a management consulting firm, from 1991 to 2003. Phil's educational background includes a Master of Public Administration degree with a concentration in finance from the Wagner School of Public Service at New York University, and a bachelor's degree from the College of the Holy Cross in Worcester, MA where he majored in English and had a secondary concentration in economics.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • UT
  • VA
  • WA


  • Bachelor's Degree in English and a Secondary Concentration in Economics, College of the Holy Cross in Worcester, MA
  • Master of Public Administration Degree with a Concentration in Finance, Wagner School of Public Service at New York University
400 Linden Oaks
Rochester, NY 14625
  • (585) 218-4589

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Legacy—Wealth for others

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.

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In invested assets globally 
As of 12/31/2022

51 countries

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