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Bonnie R
Series 66
Brigantine, NJ
UBS Financial Services
Bonnie Richards is a Series 66 credentialed financial advisor with 18 years of experience at UBS Financial Services in New York, NY. She has served on a committee within the American Bar Association and is a board member of the Isadore Brodsky Cancer and Blood Institute, assisting with budgeting processes. Additionally, she acts as an officer for a telecommunications music streaming partnership and provides advisory support to a manufacturer of makeup brushes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor financial plans. The firm also offers institutional trading capabilities alongside wealth management services.
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