Anthony Mccrimlisk is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2008. Based in Paramus, NJ, his career spans nearly two decades at the firm. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a range of capital markets services.

Michael Stevens is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and eight years of industry experience. He previously worked at Trillium Management, LLC from 2015 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies tailored to client goals.

Christopher Simone is a Series 66-licensed financial advisor with eight years of industry experience, currently with UBS Financial Services in Paramus, NJ since 2017. Prior to joining UBS, he worked in the Bucknell University Department of Community and Leadership while completing his education at Bucknell University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and capital market assumptions to tailor investment strategies.

Barry Cavagnaro is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds the Series 63 designation and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, delivering services that include fee-based financial planning and portfolio management supported by proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and operates a diverse platform including futures commission merchant activities and securities-backed lending.

Jeffrey Gravenhorst is a financial advisor with UBS Financial Services, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Timothy Coughlin is a financial advisor at UBS Financial Services with 29 years of industry experience. He previously worked at JPMorgan Chase Bank NA for nine years before joining UBS in 2026. He holds Series 63 and Series 65 registrations. 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 access to proprietary research and affiliated banking programs.

Benjamin Bartley Cohen is a financial advisor with UBS Financial Services, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining UBS, he was employed at InvestorCOM and has an academic background including four years at Binghamton University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, operating across multiple regulatory roles and offering a broad range of financial products and solutions.

Mark Sudol is a financial advisor at UBS Financial Services with 38 years of industry experience. He has held his position at UBS since 2007 and holds the Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Maxim Shubin is a Series 66-licensed financial advisor at UBS Financial Services with nine years of industry experience. He has worked at UBS since 2018 and previously spent one year with AXA Advisors, LLC. Outside of his advisory roles, he is involved with Comfort Measures Inc., where he has been active since 2009. UBS Financial Services serves individual, corporate, and institutional clients by offering 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 supported by proprietary research and model-based asset allocations.

Laura Lamond is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch for 12 years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Viviana Pardo is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and 10 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory work, she owns Get It Together, LLC, a bookkeeping and filing services business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm operates with institutional trading capabilities alongside wealth management services.

James Warta is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and advisory services including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment solutions.

John Connelly Jr. is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 63 designation and bringing 33 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is designated as the future executor of his uncle’s estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research, fiduciary financial planning, and a broad range of capital markets services.

Ernie Kloock is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2014, with prior roles at Merrill, Banc of America Investment Services, and Quick & Reilly. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Dana Johnson is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 credential and two years of industry experience. Prior to joining UBS in 2022, Johnson worked for nine years at Oradell Animal Hospital and attended Salve Regina University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. 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.

Timothy Costello is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2017. His prior experience includes positions at Bank of America and Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including capital markets activities and affiliated lending programs.

James Kremen is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Kristen Marino is a financial advisor with UBS Financial Services in Paramus, NJ, holding the Series 66 designation and bringing 14 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

Henry Senger III is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services Inc. 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 delivers advisory work using proprietary research and model-based asset allocations tailored to clients' goals and risk tolerances.