Integrated expertise focused on your vision of success

Private Wealth Management

Person on top of a mountain

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

  • John J. Scally

    John J. Scally, III

    Senior Vice President–Wealth Management

    Financial Advisor

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

    John was selected by UBS Wealth Management to join the highly competitive Graduate Training Program (GTP). Through this program, John developed skillsets in comprehensive wealth planning and investment management. As a partner of The Somerset Hills Group, John provides insight in asset allocation, wealth transfer, investment strategies, tailored lending, and risk management. Entrepreneurs, professionals, millennials, and corporate executives rely heavily on John during a major liquidity event, which John tailors to each individual's investment goals, risk tolerance, and time horizon. John is a graduate of Bucknell University where he was captain of his lacrosse team. He resides in New York City and enjoys fishing and playing golf in his spare time.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. 
    • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

        299 Park Avenue
        New York, NY 10171
      • Michael J. Taylor

        Michael J. Taylor Jr., CFP®

        Financial Advisor

        • image
        • image
        • image
        • AK
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IL
        • IN
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • NC
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • SD
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI
        • WV

        Mike joined the team in early 2020 as a financial advisor having spent the previous three years with UBS Private Wealth Management as a senior wealth strategy associate. In his role as a Financial Advisor and as a CERTIFIED FINANCIAL PLANNER™, Mike works with clients to surface their most important goals and helps to provide solutions using the full capabilities of the firm. His foundation in planning helps to guide clients using a business plan approach to their overall financial picture. Mike has worked with financial professionals, entrepreneurs, millennials, and next gen clients to achieve their long-term goals.

        Mike is a graduate of Harvard University where he was co-captain of the hockey team. He currently lives in Manhattan with his wife and daughter.

              299 Park Avenue
              New York, NY 10171
            • Stephanie Higgins

              Stephanie Higgins

              Client Associate

              • image
              • image
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IA
              • ID
              • IL
              • IN
              • KS
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • MT
              • NC
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • RI
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WY

              Stephanie joined the team in 2021 from Morgan Stanley Private Wealth Management.  Her role as a Registered Client Service Associate allows her to handle all client related requests.  Her passion lies in giving customers the best client experience possible.  Prior to her experience in Wealth Management, she spent 12 years at White Mountain Capital LLC where she worked as a Supervisor of the Equity Trading desk.  Her responsibilities included trading, asset allocation, position tracking, and overseeing the team's daily operations. 

              Stephanie is a graduate of Fairfield University and lives in Manhasset, NY with her husband and three boys.

                    299 Park Avenue
                    New York, NY 10171

                  Wealth, from your point of view

                  Executive decisions

                  Launch. Evolve. Exit your business.

                  Woman reading

                  The power of investing now

                  MTAG logo

                  Our exclusive strategic relationship

                  with Mountain Top Advisory Group

                  Mountain Top Advisory Group provides business and career advice to an exclusive group of professional athletes who are committed to being personally successful and financially secure during and after their playing careers.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  Global leader

                  UBS is a world-leading wealth manager

                  Most
                  Innovative

                  Bank for IPO and Equity Raising 
                  The Banker, Investment Banking Awards, 2020

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  Insights