Kevin Murphy is a financial advisor with UBS Financial Services in New York, NY. He holds a Series 66 designation and began his advisory career in 2024. Prior to joining UBS, he spent several years in education, including roles at Roger Williams University and Ramsey High School. Outside of his advisory work, he coaches fourth grade lacrosse through Building Blocks Sports LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies.

Melissa Dincher is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2021, she was involved with the PTA of PS8 for four years. She serves as Treasurer and a board member of The Unlocked Foundation, a nonprofit focused on closing the gender wealth gap through education and event programming. UBS Financial Services serves individual, corporate, and institutional clients with offerings that include brokerage, investment advisory, financial planning, and asset management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and a network of financial advisors to tailor investment strategies according to clients’ goals and risk profiles.

Eric Wagner is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with 24 years of industry experience. He has been with UBS Financial Services since 2001. Outside of his advisory role, Wagner has served as a notary public. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and asset allocation models to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and market-making.

Austin Engros is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and with 11 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Connie Lapolla is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. Based in New York, NY, she has worked exclusively at UBS during her advisory career. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions for clients.

Michael O Brien is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with eight years of industry experience. He has worked at UBS since 2017 and was previously employed at the University of Florida. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Maryellen Frank is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research from its Global Research teams.

Olivia Boccia is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at SMBC and UBS. She attended Tulane University from 2020 to 2024. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm uses proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Sheila Klehm is a financial advisor with UBS Financial Services in New York, NY, holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, Klehm is involved in various activities including refurbishing antiques through her sole proprietorship, serving as a trustee for Villanova University and several foundations, participating in philanthropic organizations such as Women Moving Millions, and contributing to educational initiatives at Harvard Kennedy School and Barnard College. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm utilizes proprietary research and model-based asset allocations to tailor investment strategies that align with clients’ goals and risk tolerances, combining institutional trading capabilities with wealth management services.

Victoria Saylor is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 designations and 15 years of industry experience. She has been with UBS since 2015. Outside of her advisory work, she serves as president of the cooperative board for her private residence. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research, custody, underwriting, and capital markets services.

Michael Singh is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 26 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the boards of Central Park Ice and SlangMagic, contributing to nonprofit sports and leisure facilities and agricultural fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Caitlin Brady is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with UBS since 2020 and previously worked at Elon University from 2015 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Steven Cervino is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2014 to 2018 before joining UBS in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Kevin Gavey is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and five years of industry experience. He previously worked at ClubFeast Inc. and Summit Trail Advisors before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to client goals and risk tolerances.

Gregory Holbrook is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 1997 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jonathan Schechter is a Series 66 licensed financial advisor at UBS Financial Services with six years of industry experience. He has been with UBS since 2019 and previously worked at the University of Southern California from 2015 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through its global platform.

Benjamin Furman is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions to support diverse client needs.

Paige Freckleton is a financial advisor with UBS Financial Services in Chicago, holding a Series 66 designation and three years of industry experience. Prior to UBS, she worked at Janney Montgomery Scott and held various positions including roles in education and local business. She is a member of the West Hartford Chamber of Commerce, engaging in community networking and economic initiatives. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets and advisory services.

Maria Mardis is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with two years of industry experience. Her prior roles include various positions at the University of Louisville and Norton Healthcare. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Adam Lafer is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.