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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.

  • Thomas

    Thomas Bishop

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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
  • Melanie

    Melanie Wong

    Client Associate

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    • CA
    • FL
    • MA
    • NJ
    • NY
    • RI
    • TX

    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
        melanie-za.wong@ubs.com
        Melanie Wong
        61 South Paramus Road,Paramus,NJ,07652
      • Kevin

        Kevin Bishop

        Client Associate

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        • 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

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          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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