Let's move forward. Together.

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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.

  • Dirk Stribrny

    Dirk A. Stribrny, CFP

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
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    Dirk is the founding partner of Legacy Wealth Partners at UBS and has over 33 years of experience in wealth management. He graduated from Syracuse University with a Bachelor’s degree in marketing. Dirk obtained the Certified Financial Planner® (CFP®) certification in 1997 and holds Series 7, 63, and 65 securities licenses, as well as insurance licensing in over 10 states. He lives in Malvern, PA with his wife, Lizzie, and their four children.

    Dirk was a rower at Syracuse University from 1987 to 1990. He is an avid triathlete who completed the Ironman Lake Placid in 2015 and competes in races throughout the greater Philadelphia area. He is also an active marathon runner, having participated in the Boston and Philadelphia marathons for several years, and he will be running in the 2025 Boston Marathon with his daughter. Dirk has coached youth sports for over 15 years, including basketball, lacrosse, and football, and was involved with the leadership team for the Great Valley Basketball Association. Additionally, he is an avid golfer and paddle tennis player.

    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        101 West Elm Street
        Suite 200
        Conshohocken, PA 19428
        dirk.stribrny@ubs.com
        Dirk A. Stribrny, CFP
        101 West Elm Street,Conshohocken,PA,19428
      • Joe 2024

        Joseph R. Croll, CFP

        First Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • NC
        • ND
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA
        • WY

              101 West Elm Street
              Suite 200
              Conshohocken, PA 19428
              joseph.r.croll@ubs.com
              Joseph R. Croll, CFP
              101 West Elm Street,Conshohocken,PA,19428
            • Rose DeFalco

              Rose J. DeFalco

              Associate Director

              Senior Wealth Strategy Associate

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              • AZ
              • CA
              • CO
              • CT
              • DE
              • FL
              • GA
              • HI
              • IL
              • IN
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MO
              • MT
              • NC
              • ND
              • NH
              • NJ
              • NV
              • NY
              • OH
              • OR
              • PA
              • RI
              • SC
              • TN
              • TX
              • VA
              • VT
              • WA
              • WI
              • WY

              Rose DeFalco is an Associate Director with The Stribrny Group at UBS with over 30 years of experience in the financial services industry.  She is a reliable and trustworthy associate who puts our clients first.  She works collaboratively with clients to increase understanding and knowledge about their financial position. Her objective is to develop a long-term relationship that will help our clients meet their financial goals through careful planning.  With her extensive knowledge and dedication to providing the best service, Rose is a great asset for all our clients.

               

              Rose attended Penn State University and received a Bachelor of Science degree in Business Administration, Financial Services.  She currently lives in Pottstown, Pennsylvania with her husband Bob.

                    101 West Elm Street
                    Suite 200
                    Conshohocken, PA 19428
                    rose.j.defalco@ubs.com
                    Rose J. DeFalco
                    101 West Elm Street,Conshohocken,PA,19428
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                    Susan Sussman

                    Senior Client Associate

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                            101 West Elm Street
                            Suite 200
                            Conshohocken, PA 19428
                            susan.sussman@ubs.com
                            Susan Sussman
                            101 West Elm Street,Conshohocken,PA,19428
                          • kiryna

                            Kiryna Cotroneo

                            Client Associate

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                              Kiryna joined the financial industry in 2022 after graduating from Drexel University with a bachelor’s degree in business legal studies and organizational management. Her responsibilities include overseeing branch systems, educating clients on account services and wealth management resources, and managing client service requests to completion. Kiryna enjoys trying new restaurants, running, and spending time with her friends and family.

                                    101 West Elm Street
                                    Suite 200
                                    Conshohocken, PA 19428
                                    kiryna.cotroneo@ubs.com
                                    Kiryna Cotroneo
                                    101 West Elm Street,Conshohocken,PA,19428
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                                    Tamara Frankel

                                    Client Associate

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                                            101 West Elm Street
                                            Suite 200
                                            Conshohocken, PA 19428
                                            tamara.frankel@ubs.com
                                            Tamara Frankel
                                            101 West Elm Street,Conshohocken,PA,19428

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                                          UBS and Credit Suisse—stronger than ever

                                          Managing wealth is our craft

                                          We’re committed to understanding what wealth means for you.

                                          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                                          A leader in wealth management

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                                          $5.8+ trn

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                                          As of 03/31/2024

                                          51 countries

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                                          UBS is a leading and truly global wealth manager

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