A plan for today, tomorrow and generations to come

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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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  • Jim Headshot

    James Krug

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CT
    • FL
    • HI
    • MA
    • MD
    • ME
    • MN
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • VA
    • VT
    • WA
    • WI

    Jim is the founding partner of Krug Wealth Consulting Group. Jim started his career in 1987 at Merrill Lynch.  He then joined UBS in 2016 as a Senior Vice President in Wealth Management. He has over 37 years of experience in the financial services industry and has guided clients through all market environments.

     

    Jim delivers a personalized approach for each client through comprehensive and holistic wealth management. Jim has assisted clients in all areas of their financial journey including investment management, liability management, retirement planning, personal banking services, and estate and generational planning.

     

    Jim is a graduate of Saint John’s University and the former President of the Freeport Tuna Club. Jim has three children and resides in Merrick, New York with his wife, Kim. In his free time, Jim is a competitive sport and tournament fisherman.

          1055 Franklin Avenue
          Garden City, NY 11530
          james.e.krug@ubs.com
          James Krug
          1055 Franklin Avenue,Garden City,NY,11530
        • Jack head shot

          Jack Krug

          Financial Advisor

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          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • ND
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VI
          • VT
          • WA
          • WI
          • WV
          • WY

          Jack began his career in Financial Services at the UBS Wealth Advice Center, where he provided comprehensive financial plans to a wide array of clients. Jack later partnered with his father James, who has over 37 years of industry experience. Together they formed Krug Wealth Consulting Group.

           

          Jack earned both his Bachelor of Science in Business Administration and a Masters in Finance from the University at Buffalo, where he graduated with Magna Cum Laude honors.

          Jack continues to add value to clients by creating individualized plans that suit each client’s needs. Jack holds both the FINRA Series 7 and 66 securities licenses. 

           

          Jack resides in Merrick, New York where he enjoys fishing, and is an avid golfer.

                1055 Franklin Avenue
                Garden City, NY 11530
                jack.krug@ubs.com
                Jack Krug
                1055 Franklin Avenue,Garden City,NY,11530
              • Maria Head Shot

                Maria Dell'Olio

                Client Associate

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                  Maria began her career as a Regulatory Paralegal and after raising her family re-entered the workforce as a Branch Service Associate at UBS in 2015. She was promoted to Client Service Associate in 2017. As the first line of contact, Maria is dedicated to helping the team with all administrative and operational details necessary for creating the best client experience.

                  Maria and her husband Dan reside in Westbury NY with their 3 children. In her free time, she enjoys cricut crafting and graphic design.

                        1055 Franklin Avenue
                        Garden City, NY 11530
                        maria.dellolio@ubs.com
                        Maria Dell'Olio
                        1055 Franklin Avenue,Garden City,NY,11530

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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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