Let's move forward. Together.

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Plans

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.

  • Kenneth

    Kenneth Montal

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • MA
    • MD
    • MI
    • NC
    • NH
    • NJ
    • NY
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT

    My specialty is in fixed income. I have been in the industry since 1983. Prior to joining UBS in 2010, I've spent most of my career with Lebenthal & Co. and with Morgan Stanley Smith Barney.

    I earned a B.S. in Economics as well as an M.B.A. in Finance from SUNY Albany. I am a graduate from the Securities Industry Institute at the Wharton School of the University of Pennsylvania.

    I enjoy spending time with my two boys Dylan and Brad, ages 17 and 14. We live in Montebello, NY. I enjoy spending my free time hiking, exercising, reading, and traveling.

      • SUNY Albany, B.S. Economics
      • SUNY Albany, M.B.A.
        61 South Paramus Road
        Mack Center IV, 4th Floor
        Paramus, NJ 07652
      • Peter

        Peter Q. Morris, CFP, CPWA, CRPC

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CT
        • FL
        • IL
        • MA
        • MD
        • MI
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OH
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        I joined UBS Financial Services in 2011, after fifteen years with Morgan Stanley Smith Barney. I serve as Vice President – Investments at UBS. Recently, I attained the Certified Financial Planner designation (CFP®), per Certified Financial Planner Board of Standards Inc. Additionally, I hold the FINRA Series 7, 31, 63, 65 securities licenses, as well as health, life , variable annuity, and variable life insurance licenses. I earned my bachelor's degree in Economics from the Ramapo College of New Jersey. My wife and I are currently raising our three daughters in Warwick, NY.

          • Ramapo College, B.S. Economics
            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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          As of 06/30/2022

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