Let's move forward. Together.

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.

Start the planning conversation

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 A. Stribrny, CFP

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
- WI
- WY
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
Joseph R. Croll, CFP

First Vice President–Wealth Management

Financial Advisor
View bio
- 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 J. DeFalco

Associate Director

Senior Wealth Strategy Associate
View bio
- 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 at UBS, boasting a 35-year tenure in the financial services industry. Renowned for her unwavering reliability and client-centric approach, Rose prioritizes the needs and goals of each individual she serves. Holding Series 7 and 66 securities licenses, along with insurance licensing in Pennsylvania, Rose collaborates closely with clients to enhance their financial literacy and empower them to make informed decisions. Her primary focus is cultivating enduring partnerships geared towards guiding clients towards their financial aspirations through meticulous planning. With a wealth of knowledge and an unwavering commitment to excellence, Rose stands as an invaluable resource for all our clients.

A distinguished alumna of Penn State University, Rose holds a Bachelor of Science degree in Business Administration, specializing in Financial Services. Residing in Pottstown, Pennsylvania, alongside her husband Bob, Rose finds joy in hiking, and cherishing quality time with her loved ones.
101 West Elm Street
Suite 200
Conshohocken, PA 19428

rose.j.defalco@ubs.com

Rose J. DeFalco

101 West Elm Street,Conshohocken,PA,19428
Susan Sussman

Senior Client Associate
View bio
101 West Elm Street
Suite 200
Conshohocken, PA 19428

susan.sussman@ubs.com

Susan Sussman

101 West Elm Street,Conshohocken,PA,19428
Kiryna Cotroneo

Client Associate
View bio
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
Tamara Frankel

Client Associate
View bio
101 West Elm Street
Suite 200
Conshohocken, PA 19428

tamara.frankel@ubs.com

Tamara Frankel

101 West Elm Street,Conshohocken,PA,19428

Dirk A. Stribrny, CFP

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
- WI
- WY
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
Joseph R. Croll, CFP

First Vice President–Wealth Management

Financial Advisor
View bio
- 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 J. DeFalco

Associate Director

Senior Wealth Strategy Associate
View bio
- 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 at UBS, boasting a 35-year tenure in the financial services industry. Renowned for her unwavering reliability and client-centric approach, Rose prioritizes the needs and goals of each individual she serves. Holding Series 7 and 66 securities licenses, along with insurance licensing in Pennsylvania, Rose collaborates closely with clients to enhance their financial literacy and empower them to make informed decisions. Her primary focus is cultivating enduring partnerships geared towards guiding clients towards their financial aspirations through meticulous planning. With a wealth of knowledge and an unwavering commitment to excellence, Rose stands as an invaluable resource for all our clients.

A distinguished alumna of Penn State University, Rose holds a Bachelor of Science degree in Business Administration, specializing in Financial Services. Residing in Pottstown, Pennsylvania, alongside her husband Bob, Rose finds joy in hiking, and cherishing quality time with her loved ones.
101 West Elm Street
Suite 200
Conshohocken, PA 19428

rose.j.defalco@ubs.com

Rose J. DeFalco

101 West Elm Street,Conshohocken,PA,19428
Susan Sussman

Senior Client Associate
View bio
101 West Elm Street
Suite 200
Conshohocken, PA 19428

susan.sussman@ubs.com

Susan Sussman

101 West Elm Street,Conshohocken,PA,19428
Kiryna Cotroneo

Client Associate
View bio
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
Tamara Frankel

Client Associate
View bio
101 West Elm Street
Suite 200
Conshohocken, PA 19428

tamara.frankel@ubs.com

Tamara Frankel

101 West Elm Street,Conshohocken,PA,19428

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

Pursuing your goals together

Dirk A. Stribrny, CFP

Joseph R. Croll, CFP

Rose J. DeFalco

Susan Sussman

Kiryna Cotroneo

Tamara Frankel

Dirk A. Stribrny, CFP

Joseph R. Croll, CFP

Rose J. DeFalco

Susan Sussman

Kiryna Cotroneo

Tamara Frankel

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Turn possibilities into a plan

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

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