Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Wealth Strategy Associate
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.
Education