Let's move forward. Together.

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

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    Mark Serruto

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MI
    • MS
    • MT
    • NC
    • NJ
    • NY
    • OH
    • PA
    • PR
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA
    • WI
    • WY
    Mark's 27 year career as an investment professional began at Kidder, Peabody & Company in New York in 1983 where he was a Partner and Senior Vice President. He later joined PaineWebber in 2000. Mark has extensive experience in equity strategy, stock selection and fixed income. He uses these tools plus the resources of the Firm to help develop customized solutions for high net worth individuals and corporations. Mark received his BA from The University of Virginia, where he was the captain of the wrestling team. Mark resides in Short Hills, NJ with his wife Ellen and his five children.

      • The University of Virginia, BA
        1285 Avenue Of The Americas
        New York, NY 10019
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        Justin Boyer

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • IL
        • MA
        • MI
        • MT
        • NC
        • NJ
        • NY
        • OR
        • PA
        • PR
        • SC
        • TX
        • VA
        • VT
        • WA
        Justin has been with UBS for 11 years. He works extensively with individuals and institutions in areas including but not limited to individual equities, managed money, asset allocation and fixed income. Justin also executes portfolio transactions and monitors client portfolios to assure proper asset allocation. He currently holds Series 3, 7, 9 and 66 registrations as well as an Insurance and Annuities License. Justin graduated from Fordham University with a BA in Economics. He resides in Staten Island, NY with his wife Jennifer.

          • Fordham University , BA in Economics
            1285 Avenue Of The Americas
            New York, NY 10019

          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.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager