Experience

Steve is a 40 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 25 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 49 years. They have 5 children and 6 grandchildren together. In his personal time Steve enjoys spending time with family and freshwater fly fishing.

• 40 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

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.

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

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 traveling.  Additionally, he enjoys the outdoors, sports, cooking, listening to music, and spending time with his family and friends.

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

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. 

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