A plan for today, tomorrow and generations to come

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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James Krug

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- HI
- MA
- MD
- ME
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- 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.
- UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
1055 Franklin Avenue
Garden City, NY 11530

james.e.krug@ubs.com

James Krug

1055 Franklin Avenue,Garden City,NY,11530
Jack Krug, CRPC®

Financial Advisor
View bio
- AR
- AZ
- CA
- CT
- DC
- FL
- GA
- HI
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
- WI
Jack began his career in Financial Services at the UBS Wealth Advice Center, where he served a wide array of clients. Jack later partnered with his father James, who has over 37 years of industry experience. Together they formed The 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 comprehensive financial plans that suit each client’s needs. Jack holds both the FINRA Series 7 and 66 securities licenses and his Chartered Retirement Planning Counselor ( CRPC™ ) designation.

Jack currently resides in New York City. When he is not in the office, you can find him fishing or on the golf course.
- Chartered Retirement Planning Counselor
1055 Franklin Avenue
Garden City, NY 11530

jack.krug@ubs.com

Jack Krug, CRPC®

1055 Franklin Avenue,Garden City,NY,11530
Maria Dell'Olio

Client Associate
View bio
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

James Krug

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- HI
- MA
- MD
- ME
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- 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.
- UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
1055 Franklin Avenue
Garden City, NY 11530

james.e.krug@ubs.com

James Krug

1055 Franklin Avenue,Garden City,NY,11530
Jack Krug, CRPC®

Financial Advisor
View bio
- AR
- AZ
- CA
- CT
- DC
- FL
- GA
- HI
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
- WI
Jack began his career in Financial Services at the UBS Wealth Advice Center, where he served a wide array of clients. Jack later partnered with his father James, who has over 37 years of industry experience. Together they formed The 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 comprehensive financial plans that suit each client’s needs. Jack holds both the FINRA Series 7 and 66 securities licenses and his Chartered Retirement Planning Counselor ( CRPC™ ) designation.

Jack currently resides in New York City. When he is not in the office, you can find him fishing or on the golf course.
- Chartered Retirement Planning Counselor
1055 Franklin Avenue
Garden City, NY 11530

jack.krug@ubs.com

Jack Krug, CRPC®

1055 Franklin Avenue,Garden City,NY,11530
Maria Dell'Olio

Client Associate
View bio
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

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

A plan for today, tomorrow and generations to come

James Krug

Jack Krug, CRPC®

Maria Dell'Olio

James Krug

Jack Krug, CRPC®

Maria Dell'Olio

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Education

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