Experience

Steve is a seasoned wealth advisor with more than 40 years of experience guiding individuals and families through changing markets and evolving financial landscapes. Since joining UBS Financial Services in 1993, he has built lasting relationships with clients by providing thoughtful advice, disciplined investment strategies, and a steadfast commitment to helping them achieve their long-term financial goals.

Working alongside his son, Doug, Steve continues the family's multigenerational commitment to wealth management. He plays a leading role in the team's Portfolio Management Program (PMP), with a particular focus on covered call writing strategies. In addition, he provides guidance on individual stocks, unit investment trusts, mutual funds, municipal bonds, preferred securities, and other fixed income investments. As a UBS Wealth Advisor, Steve delivers personalized wealth management solutions designed to align with each client's unique goals and circumstances.

Throughout his career, Steve has earned the trust of generations of families by emphasizing patience, consistency, and a long-term perspective. His extensive market experience and dedication to client relationships remain an important part of the foundation on which the practice has been built.

Steve resides in New Milford, New Jersey, with Rose, his wife of 51 years. Together they have five children and seven grandchildren. Outside of the office, Steve enjoys spending time with his family and pursuing his passion for freshwater fly-fishing.

• 42 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

As a third-generation financial advisor, Doug has dedicated his career to helping individuals and families build, preserve, and transfer wealth across generations. Since joining UBS Financial Services in 1998, he has played a pivotal role in growing and evolving the practice, building lasting relationships with clients and helping expand the team's capabilities from traditional investment management to comprehensive wealth management.

Doug believes that successful wealth management begins with understanding what matters most to each client and their family. He takes a highly personalized approach, working closely with clients to develop strategies tailored to their unique goals, values, and circumstances. As a UBS Wealth Advisor, he provides guidance in areas including retirement income planning, risk management, trust and estate planning, philanthropic giving strategies, lending solutions, and insurance and long-term care planning.

Throughout his career, Doug has been committed to earning the trust of the families he serves through thoughtful advice, accessibility, and long-term partnership. Many of the relationships he has built over the years now span multiple generations, reflecting his dedication to helping clients navigate life's most important financial decisions with confidence.

Doug and his wife, Michelle, reside in Oradell, New Jersey, with their three children. Outside of the office, he enjoys fly-fishing, kayaking, and cycling. He is also passionate about raising awareness of Lyme disease and actively supports organizations dedicated to education, advocacy, and community outreach.

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

Maxim joined UBS Financial Services in 2018 and is an Associate Financial Advisor with Posluszny Wealth Management. Over the years, he has expanded his expertise across financial planning, investment research, and retirement planning, helping clients navigate important financial decisions with confidence.

Maxim is committed to understanding each client's unique goals and delivering thoughtful, personalized guidance tailored to their needs. He values building long-term relationships and takes pride in helping clients develop strategies aimed at achieving their financial objectives while providing an exceptional wealth management experience.

He 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 resides in St. Petersburg, Florida. Outside of work, he enjoys exploring art and culture, seeking out exceptional culinary and coffee experiences, staying active outdoors, traveling, and spending time with family and friends.

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

Lisa Marie has spent her entire financial services career with UBS, joining the firm in 2008 and serving as a trusted member of Posluszny Wealth Management ever since. Over the years, she has built lasting relationships with clients and their families while playing a key role in the operational, administrative, and relationship management functions of the practice.

With nearly two decades of experience, Lisa Marie is dedicated to delivering a seamless client experience and providing responsive, personalized service. Known for her attention to detail and commitment to helping others, she takes pride in building meaningful connections and serving as a reliable resource for the individuals and families the team supports.

Her extensive knowledge of the practice, combined with her genuine passion for client service, has made her an integral part of the team's long-term success and the client experience it strives to deliver every day.

Lisa Marie resides in Bergen County with her husband, their three children, and two dogs. Outside the office, she enjoys cooking, reading, traveling, and spending time with family and friends.

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