Experience

For more than 40 years, Tom has provided customized financial solutions to individuals, multigenerational families, and non-profit organizations.

Tom began his Wall Street career in the corporate finance department of Kidder, Peabody & Co. Before joining UBS, he worked for many years as a First Vice President in Morgan Stanley ‘s Wealth Management division.

Earlier in his career, Tom served as a Special Assistant to the Governor of New Jersey in the Office of Policy and Planning.

Tom and his wife, Jane, reside in Florida with their two lively Yorkshire terriers, Riley and Flynn.

Bryan works closely with individuals, families, and non-profit organizations to navigate the ever-changing complexities of financial planning and investment management.

Prior to becoming a Financial Advisor, Bryan worked as a Wealth Planning Associate in UBS’ Park Avenue branch where he served as the office’s lead Financial Planner, providing customized Financial Plans to Advisors and their high-net-worth clients.

Bryan began his career in UBS’ highly selective Graduate Talent Program where he gained broad exposure and intensive training in financial markets, wealth management, equity research, and banking.

Bryan has obtained his CERTIFIED FINANCIAL PLANNER®™ and Certified Private Wealth Advisor® certifications. These prestigious designations were created specifically for seasoned investment professionals seeking the latest, most advanced knowledge and planning techniques to address the complex needs of wealthy individuals and families. Some areas of focus include behavioral finance and family dynamics, asset protection and estate planning, tax mitigation strategies and portfolio management, cash flow and retirement needs analysis, charitable giving, and more.

Bryan holds leadership positions at the New York Athletic Club and remains active in the Penn State Alumni community. An avid triathlete and outdoors enthusiast, he enjoys time on the water and in the woods. He currently resides in New York.

Lukasz is involved in every stage of a client’s financial planning process. Ensuring that the daily operations of our advisory practice run smoothly, he is responsible for client account opening and maintenance, cash and securities transfers, monthly statements, performance management reports, tax documents, online services, and more.

Lukasz delivers exceptional client service and ensures that each client knows that they always have a steady, guiding hand to help them with their specific financial concerns.

Lukasz has obtained his Chartered Retirement Planning Counselor designation, thereby gaining the comprehensive knowledge and tools to define a “road map to retirement”, focused on pre- and post-retirement needs. Some areas of focus include retirement income strategies, planning for health care, asset management, beneficiary designations, income tax considerations, estate planning, and more.

Prior to joining UBS, Lukasz began his Wall Street career at Morgan Stanley.

An outdoor sports enthusiast, Lukasz plays soccer and enjoys fishing and swimming with his family. He resides in New Jersey with his wife Paulina and their four boys Adrian, Caleb, Dominic, and Lucas. They also have multiple animals in the family.