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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Neil Rubin

    Neil Rubin

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • ID
    • IL
    • MA
    • MD
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NY
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VT
    • WI

    Neil began his career in 1982 at Lehman Brothers where he served as a Senior Vice President. He is currently a Senior Vice President - Wealth Management with UBS. Prior to joining UBS, he worked in the wealth management division of Oppenheimer & Co. where he lectured on topics for financial planning using alternative asset classes. He also taught portfolio management at the New York State Society of CPAs.

    He received the Certified Investment Management Analyst designation from the University of Pennsylvania, the Wharton School of Business. He serves on the board of directors of the "Schuyler Center for Analysis and Advocacy," a non-profit organization.

    Neil has worked with many types of clients, including individuals, corporate executives, foundations, not-for-profits and defined contribution plans. His business is focused on helping to create investment strategies designed to build, manage and preserve wealth.

    Drawing upon years of financial experience, traditional values and a keen awareness of the capital markets, Neil helps clients define their needs, evaluate challenges, identify opportunities and formulate strategies to pursue their unique goals and dreams. He emphasizes personal attention and service. He regards capital as a precious, irreplaceable commodity.

    Neil is married with three children and lives in Westchester, New York.

        • Certified Investment Management Analyst®
        1251 Avenue of Americas
        2nd Floor
        New York, NY 10020
      • Bonnie Wong Van Vliet

        Bonnie Wong Van Vliet

        Wealth Management Associate

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        • AR
        • CA
        • CO
        • CT
        • FL
        • IL
        • MD
        • NJ
        • NY
        • RI
        • SC
        • TX
        • WI

        Bonnie is a Senior Registered Client Service Associate with the Rubin Wealth Management Group.

        Bonnie places great importance on fostering relationships with clients.  This involves an emphasis on personalized service.  Her primary focus is operational matters, daily account monitoring, cash management and other client needs as they arise.

        She currently holds the Series 7, 63 and 65 securities licenses.  She also has her Life Insurance license.

        Bonnie graduated from the Binghamton University School of Management where she received her Bachelor of Science in Management.

        Bonnie loves to travel, explore old and new cities, watch Broadway shows and wander through cultural institutions. She likes to give back to her community through various volunteer projects. She enjoys spending time with her two boys and husband Gary.

          • Binghamton University School of Management , Bachelor of Science in Management
            1251 Avenue of Americas
            2nd Floor
            New York, NY 10020

          What did the Fed say?

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          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.

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          As of 06/30/2022

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