A plan for today, tomorrow and generations to come

Oculus

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • Marc Ridell

    Marc Ridell

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • ID
    • IL
    • MA
    • MD
    • MI
    • MO
    • NC
    • NE
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    Marc is a Senior Vice President – Wealth Management of Ridell Wealth Management at UBS Financial Services, Inc. Marc Ridell has distinguished himself as a Financial Advisor since 2009 while managing over 460 million dollars in assets. With more than 12 years of experience, and an affinity for cultivating relationships, Marc hones in on each of his clients specific and often times complex financial needs and goals. Although he began his career during a unique time in the market, over time, Marc has consistently proven successful in navigating a wide array of diverse financial markets. Marc is Series 3, 7, 66 licensed & holds the Chartered Retirement Plan Specialists (CRPS ®) designation.

    Marc received his B.A. in Finance & Entrepreneurship from Syracuse University. He lives in Cliffside Park, New Jersey with his fiancé, Cynthia, and dog Roux. Marc spends his free time socializing with friends, golfing & fitness training. Marc is an active member of his community and has held various positions at the Art Therapy Outreach Center & Spence-Chapin Services to Families & Children.  

        • Chartered Retirement Plans Specialist℠
        Lending services
        Securities-backed lending
        Financial planning
        Legacy planning
        Retirement planning
        Investing
        Alternative investments
        Structured products
        299 Park Avenue
        New York, NY 10171
      • Joe

        Joseph Kross, CFP, AWMA

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CT
        • FL
        • GA
        • IL
        • MA
        • MD
        • MI
        • NC
        • NE
        • NJ
        • NV
        • NY
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WI

        Joe has over 10 years experience in the financial services industry, with an extensive background in financial planning. Joe focuses on encompassing asset allocation, wealth and liability management, and tax and estate planning in order to create tailored financial plans for his clients. Prior to joining UBS in 2014, Joe worked as an investment specialist with Merrill Lynch.

        Professional Affiliations
        As a CERTIFIED FINANCIAL PLANNER™, Joe has received training in advanced planning for retirement, college saving, insurance, and wealth transfer strategies. A graduate of Wagner College with honors, Joe received his Bachelor of Science degree in business administration with a finance and management concentration. Joe is near completion in his studies to obtain his Masters of Science degree in investment management from Pace University. He maintains Series 7, 63, and 65 securities licenses as well as New York State life and health insurance licenses.

        Outside of UBS
        Joe enjoys spending time with his family and friends. He is an active participant in the UBS Community Affairs & Corporate Responsibility program and can be found on the golf course during the weekends.

              Financial planning
              Education planning
              Legacy planning
              Long-term care planning
              Retirement planning
              Estate planning strategies
              Exit planning
              Investing
              299 Park Avenue
              11th floor
              New York, NY 10171
            • Evie Picture

              Evie Yakubova

              Wealth Management Associate

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              • AZ
              • CA
              • CO
              • CT
              • DE
              • FL
              • GA
              • IL
              • MA
              • MD
              • ME
              • MI
              • NC
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OR
              • PA
              • RI
              • SC
              • TX
              • UT
              • VA
              • VT
              • WA
              • WI

              Evie started her career at Merrill Lynch in 2007 and joined UBS in March of 2013. She oversees the teams practice management and client service operations. She focuses on deepening client relationships and seeks to help simplify clients financial lives by seamlessly addressing their multifaceted day-to-day needs and educating them on the various resources through UBS.

              Evie graduated Queens College and earned a degree in Corporate Finance, Economics and Business Administration. She holds her Series 7 and 63.

              Originally from Russia, she resides in Malverne, New York with her husband and three children. Her interests include Mixed Martial Arts and Kickboxing.

                    299 Park Avenue
                    New York, NY 10171
                  • Susan

                    Susan Perlaki

                    Senior Client Associate

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                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • DE
                    • FL
                    • ID
                    • IL
                    • MA
                    • MD
                    • MI
                    • NC
                    • NJ
                    • NV
                    • NY
                    • OH
                    • OR
                    • PA
                    • SC
                    • TN
                    • UT
                    • VA
                    • VT
                    • WA
                    • WI

                    Susan's responsibilities include all operational and administrative tasks. She strives to provide an enhanced white glove client experience for you.

                    Susan's knowledge of firm policy, procedures and technology allows her to interface with you on many levels. Her goal is to anticipate your needs, resolve any issues that may arise and take a proactive stance on informing you as to the many services and capabilities that are available to you as a valued client.

                    Questions relating to statements, confirmations, tax reporting documents, Online Services, loan documentation, wiring funds, transferring assets into UBS should all be directed to Susan. Additionally, Susan is FINRA registered ,enabling her to assist with any transactions when needed.

                    Please feel free to request customization of any of our services. Susan will work diligently to accommodate your wishes. I am sure that you will find Susan's energy, enthusiasm and  eagerness to please, just some of the traits that make working with her a pleasure.

                          299 Park Avenue
                          New York, NY 10171
                        Our Process

                        Our Process

                        Goals-based planning

                        Goals-based planning

                        Your life, wealth and future

                        Your life, wealth and future

                        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.

                        Learn more at ubs.com/wealthway.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        More than 150 years

                        offering financial advice

                        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

                        World's best bank

                        for wealth management

                        Euromoney Award for Excellence, 2020-2022