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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
Tom is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients. Tom understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are delivered to help you pursue your goals. That's why he offers a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations.
Based in New York City with more than 35 years of industry experience, Tom focuses on serving the needs of high net worth individuals and families, as well as professionals and businesses around the U.S. He provides a breadth of wealth management services, including strategic retirement and investment planning, asset allocation and financial planning. He was awarded the Certified Financial Planner® designation in 1999.
Prior to joining UBS, he was a Senior Vice President at Smith Barney and worked at Citigroup for 24 years. He graduated from North Dakota State University with B.S in Business Economics and also earned an M.B.A. in banking and finance from Adelphi University, Garden City, NY. Outside of work, Tom enjoys golfing and travel. He and his wife have two daughters, two grandchildren, and reside in Bayport, NY.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Tom is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients. Tom understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are delivered to help you pursue your goals. That's why he offers a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations.
Based in New York City with more than 35 years of industry experience, Tom focuses on serving the needs of high net worth individuals and families, as well as professionals and businesses around the U.S. He provides a breadth of wealth management services, including strategic retirement and investment planning, asset allocation and financial planning. He was awarded the Certified Financial Planner® designation in 1999.
Prior to joining UBS, he was a Senior Vice President at Smith Barney and worked at Citigroup for 24 years. He graduated from North Dakota State University with B.S in Business Economics and also earned an M.B.A. in banking and finance from Adelphi University, Garden City, NY. Outside of work, Tom enjoys golfing and travel. He and his wife have two daughters, two grandchildren, and reside in Bayport, NY.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$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
