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Two people distant

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.

  • Thomas

    Thomas Bishop

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • DE
    • FL
    • GA
    • ID
    • IL
    • MA
    • MD
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • 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.

      • Rider University
      • Chartered Retirement Plans Specialist℠
      • Portfolio Manager
      • Retirement Plan Consultant
      61 South Paramus Road Mack Center IV
      4th Floor
      Paramus, NJ 07652
    • Melanie

      Melanie Wong

      Client Associate

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      • CA
      • FL
      • NJ
      • NY

      Melanie Wong is a Registered Client Service Associate in Paramus, NJ. She joined the team in 2023, and focuses on providing clients with exceptional service. Melanie is a graduate of Montclair State University, where she obtained her Bachelor of Science in Business Administration with a concentration in Finance. Outside of work, Melanie enjoys spending time with loved ones, traveling, and exploring the outdoors. 

        • Montclair State University
          61 South Paramus Road
          Mack Center IV, 4th Floor
          Paramus, NJ 07652
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          Kevin Bishop

          Client Associate

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            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

              The Year Ahead - Sustainable Investing

              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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