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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.

Thomas Bishop

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CT
- DE
- FL
- GA
- ID
- IL
- MA
- MD
- NC
- NH
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
Thomas G. Bishop is a Senior Vice President in Paramus, NJ. A resident of the Kinnelon area for over 12 years, Tom is a graduate of the School of Business at Rider University. Before joining UBS, he was a Financial Advisor at Morgan Stanley and Merrill Lynch for 19 years. Prior to that Tom worked in public accounting as a CPA for five years. He works closely with clients to develop portfolio strategies to help accomplish their goals with the least amount of risk as possible. He also develops strategies to transfer assets during life, or upon death, emphasizing the preservation of family wealth.
- Forbes Best-in-State Wealth Advisors, 2023, 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.
- Rider University
- Chartered Retirement Plans Specialist℠
- Portfolio Manager
- Retirement Plan Consultant
61 South Paramus Road Mack Center IV
4th Floor
Paramus, NJ 07652

thomas.bishop@ubs.com

Thomas Bishop

61 South Paramus Road Mack Center IV,Paramus,NJ,07652
Kevin Bishop

Wealth Strategy Associate
View bio
- CT
- DE
- FL
- IL
- MA
- MD
- NC
- NH
- NJ
- NY
- TN
- TX
- VA
Kevin Bishop is a Registered Client Associate in Paramus, NJ. He joined the team in 2022, and focuses on financial planning and helping clients achieve their goals, values, and vision through the planning process. Kevin is a graduate of University of Dayton, where he was involved in ice hockey as a Team Player and Treasurer. Outside of work, Kevin enjoys coaching hockey, traveling, spending time outdoors, and watching New Jersey Devils hockey games. He resides in Kinnelon, NJ.
- University of Dayton
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

kevin-za.bishop@ubs.com

Kevin Bishop

61 South Paramus Road,Paramus,NJ,07652
Daniel Sieman

Client Associate
View bio
Daniel Sieman is client associate in Paramus, NJ and he joined the team in 2024. He focuses on providing excellent client service as he learns more about the wealth management industry. Previously, Daniel attended The Ohio State University, where we was involved in club ice hockey as a team captain and secretary. Outside of work, Daniel enjoys watching sports, spending time outdoors, and traveling. He resides in New Providence, NJ.
- The Ohio State University
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

daniel.sieman@ubs.com

Daniel Sieman

61 South Paramus Road,Paramus,NJ,07652

Thomas Bishop

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CT
- DE
- FL
- GA
- ID
- IL
- MA
- MD
- NC
- NH
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
Thomas G. Bishop is a Senior Vice President in Paramus, NJ. A resident of the Kinnelon area for over 12 years, Tom is a graduate of the School of Business at Rider University. Before joining UBS, he was a Financial Advisor at Morgan Stanley and Merrill Lynch for 19 years. Prior to that Tom worked in public accounting as a CPA for five years. He works closely with clients to develop portfolio strategies to help accomplish their goals with the least amount of risk as possible. He also develops strategies to transfer assets during life, or upon death, emphasizing the preservation of family wealth.
- Forbes Best-in-State Wealth Advisors, 2023, 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.
- Rider University
- Chartered Retirement Plans Specialist℠
- Portfolio Manager
- Retirement Plan Consultant
61 South Paramus Road Mack Center IV
4th Floor
Paramus, NJ 07652

thomas.bishop@ubs.com

Thomas Bishop

61 South Paramus Road Mack Center IV,Paramus,NJ,07652
Kevin Bishop

Wealth Strategy Associate
View bio
- CT
- DE
- FL
- IL
- MA
- MD
- NC
- NH
- NJ
- NY
- TN
- TX
- VA
Kevin Bishop is a Registered Client Associate in Paramus, NJ. He joined the team in 2022, and focuses on financial planning and helping clients achieve their goals, values, and vision through the planning process. Kevin is a graduate of University of Dayton, where he was involved in ice hockey as a Team Player and Treasurer. Outside of work, Kevin enjoys coaching hockey, traveling, spending time outdoors, and watching New Jersey Devils hockey games. He resides in Kinnelon, NJ.
- University of Dayton
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

kevin-za.bishop@ubs.com

Kevin Bishop

61 South Paramus Road,Paramus,NJ,07652
Daniel Sieman

Client Associate
View bio
Daniel Sieman is client associate in Paramus, NJ and he joined the team in 2024. He focuses on providing excellent client service as he learns more about the wealth management industry. Previously, Daniel attended The Ohio State University, where we was involved in club ice hockey as a team captain and secretary. Outside of work, Daniel enjoys watching sports, spending time outdoors, and traveling. He resides in New Providence, NJ.
- The Ohio State University
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

daniel.sieman@ubs.com

Daniel Sieman

61 South Paramus Road,Paramus,NJ,07652

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.}

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Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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Insight-based advice

Pursuing your goals together

Thomas Bishop

Kevin Bishop

Daniel Sieman