How can you pursue what matters most?

Posluszny

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.

Chess board

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Steven

    Steven S. Posluszny

    Senior Vice President–Wealth Management

    Wealth Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA
    • WI

    Steve is a 38 year veteran of the financial services industry. He has been guiding clients' wealth through multiple market cycles. Steve joined UBS Financial Services in 1993 and is partnered with his son Douglas, a 24 year veteran in the industry.  Steve's main responsibility for Posluszny Wealth Management is managing the Portfolio Management Program (PMP) with a particular focus on the strategy of covered call writing. In addition, Steve specializes in recommending individual stocks, unit investment trusts, PACE Multi mutual funds, and fixed income investments such as municipal bonds, preferred stocks, and other taxable fixed income investments. As a UBS Wealth Advisor, Steve is equipped to provide personalized and holistic wealth management services to his clients.

    Steve resides in New Milford, NJ with Rose, his wife of 47 years. They have 5 children and 6 grandchildren together. In his personal time Steve enjoys spending time with family and freshwater fly fishing.

    • 38 years of experience in the Financial Services Industry
    • Series 3, 5, 7, 15, 63, 65
    • Life and Health Insurance licenses
    • Senior Portfolio Manager, Portfolio Management Program

    • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • Wealth Advisor
      • Senior Portfolio Manager
      Investing
      Custom portfolios
      Asset allocation
      Retirement planning
      Multi-generational families
      61 South Paramus Road
      Mack Center IV, 4th Floor
      Paramus, NJ 07652
    • Douglas

      Douglas Posluszny

      Senior Vice President–Wealth Management

      Wealth Advisor

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • MA
      • MD
      • MN
      • NC
      • NH
      • NJ
      • NM
      • NY
      • OH
      • PA
      • RI
      • SC
      • TX
      • VA
      • VT
      • WA
      • WI

      Doug joined his father and grandfather at UBS Financial Services in 1998.  As a third generation advisor, he has assisted the team in expanding their capabilities beyond solely traditional investment management.  Doug works with his clients in developing personalized wealth management plans in areas of risk management, retirement income planning, trust / estate / philanthropic strategies, lending, and insurance / long-term care planning.  As a UBS Wealth Advisor, Doug is equipped to provide personalized and holistic wealth management services to his clients.

      Doug and his wife Michelle live in Oradell, NJ with their three children.  In his free time, he enjoys fly-fishing, kayaking, cycling & working to raise Lyme disease awareness through various non-profit organizations in the community.

      • 24 years of experience in the Financial Services Industry
      • Series 7, 31, 66
      • Life and Health Insurance licenses

       
      • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        • Wealth Advisor
        Financial planning
        Estate planning strategies
        Women investors
        Business owners
        Philanthropy
        61 South Paramus Road
        Mack Center IV, 4th Floor
        Paramus, NJ 07652
      • Maxim

        Maxim Shubin

        Wealth Strategy Associate

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        • CA
        • DE
        • FL
        • IL
        • NC
        • NJ
        • NY

        Maxim joined UBS Financial Services as a Registered Client Service Associate in 2018.  He then advanced his role to Wealth Strategy Associate, focusing on financial planning, investment research and retirement planning.  He works to understand the unique needs of each client and then implements a plan to meet those needs. He is devoted to building long-term relationships with clients and his associates. 

        Maxim earned an Associate of Science in Business Administration and Management from Rockland Community College, and a Bachelor of Science in Finance from Binghamton University's School of Management.

        Maxim currently resides in Sussex County. Outside of work, he is often found exploring art galleries, museums, and city streets.  Additionally, he enjoys the outdoors, painting, cooking, listening to music, and spending time with his family and friends.

        • 4 years of experience in the Financial Services Industry
        • Series 7, 66
        • Life and Health Insurance Licenses

          • Binghamton University School of Management, B.S. Finance
          • Rockland Community College, A.S. Business Administration and Management
            61 South Paramus Road
            Mack Center IV, 4th Floor
            Paramus, NJ 07652
          • Lisa

            Lisa Gallagher

            Client Associate

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              Lisa Marie joined UBS Financial Services as a Client Service Associate in 2008.  Lisa-Marie's responsibilities for Posluszny Wealth Management include all operational, administrative and relationship management areas of the practice.  She is dedicated to building strong long-term relationships with our clients and their families.  Her unwavering commitment to customer service has proved invaluable in assisting the team's clients on a daily basis. 

              Prior to starting her career in financial services, Lisa Marie worked as a customer service specialist with British Airways.  Lisa Marie is currently a resident of Bergen County, where she resides with her husband, their three kids and dog.  In her spare time, she enjoys cooking, reading, traveling and spending time with friends and family. 

              • 14 years of experience in the Financial Services Industry
              • Series 7

                    61 South Paramus Road
                    Mack Center IV, 4th Floor
                    Paramus, NJ 07652

                  The proof is in our numbers

                  $466 million

                  Assets under management

                  As of 08/24/2022

                  60+

                  Collective years of experience


                  A focus on personalized access and service

                  Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                  Goals-based planning

                  Retirement Couple

                  Retirement readiness

                  Advice for business owners and entrepreneurs

                  How can you be more certain in an uncertain market?

                  Let's put your plan in place, for today, tomorrow and for generations to come

                  You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  Global leader

                  UBS is a world-leading wealth manager

                  Financial strength

                  Driving confidence.
                  Aa3 (stable) Moody’s
                  A+ (stable) Standard & Poor’s

                  UBS AG, long-term senior secured debt rating. As of 11/23/2021

                  Insights