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Tiffanie S

Series 66

Red Bank, NJ

UBS Financial Services

Tiffanie Salisbury is a financial advisor with UBS Financial Services, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with broad capital markets capabilities.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Victoria C

Series 63, Series 66

Red Bank, NJ

UBS Financial Services

Victoria Clark Stoker is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial planning and portfolio management solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Brad S

Series 66

Red Bank, NJ

UBS Financial Services

Brad Seamon is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he is a partner in a real estate-related business focused on home maintenance. UBS Financial Services 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 provides a range of capital markets and research resources.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michael L

Series 66

Red Bank, NJ

UBS Financial Services

Michael Libraty is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Stephen B

Series 66

Red Bank, NJ

UBS Financial Services

Stephen Bannon is a financial advisor with UBS Financial Services in Red Bank, NJ, holding a Series 66 designation and 14 years of industry experience. His career includes two tenures at UBS Financial Services, from 2014 to 2019 and from 2022 to present, with a three-year period at Merrill in between. He is connected to a family-owned business, CBD Hair Studio LLC, which provides salon services but in which he does not have an active management role. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor portfolios to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Vincent C

Series 66

Red Bank, NJ

UBS Financial Services

Vincent Campasano is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Douglas L

Series 66

Red Bank, NJ

UBS Financial Services

Douglas Lauricella is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has three years of industry experience and has also held positions at Cornell University, St. John Vianney High School, and Ranney School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings through a network of Financial Advisors.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Albert D

Series 63, Series 66

Red Bank, NJ

UBS Financial Services

Albert Del Maestro Jr. is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves as Vice President and board member of the Manasquan River Golf Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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John B

Series 63, Series 65

Red Bank, NJ

UBS Financial Services

John Buckley is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he teaches an "Investing for Beginners" adult education course through the Public Schools of Edison Township. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Heather M

Series 63, Series 66

Red Bank, NJ

UBS Financial Services

Heather Meade is a financial advisor at UBS Financial Services with 31 years of industry experience. She has been with UBS since 2006 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she serves on the board of Big Brothers Big Sisters of Monmouth & Middlesex Counties, where she supports mentorship programs and assists with fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including financial planning, portfolio management, and capital markets solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Jeffrey H

Series 66

Red Bank, NJ

UBS Financial Services

Jeffrey Harris is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. He joined UBS in 2020 after working at Phyton Talent Advisors from 2019 to 2020. He holds a degree from Rutgers University. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Jason F

Series 63, Series 65, Series 66

Red Bank, NJ

UBS Financial Services

Jason Feder is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment 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 client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Gabriel C

Series 63, Series 66

Red Bank, NJ

UBS Financial Services

Gabriel Caponetto Jr. is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with UBS Financial Services since 2015. Outside of his advisory role, he is involved with Kona Investment Group, Inc., where he participates in interior design and staging as part of a management committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor strategies based on proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Tony B

Series 66

Red Bank, NJ

UBS Financial Services

Tony Bellomo Jr. is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2008. Outside of financial advising, he has a background role as an actor in a television show which may expand to speaking parts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment products.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Christine M

Series 63, Series 66

Red Bank, NJ

UBS Financial Services

Christine Mania is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley for 16 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor strategies. The firm combines institutional trading capabilities with wealth management, offering a range of services including financial planning, portfolio management, and capital markets solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Timothy D

Series 63, Series 65

Red Bank, NJ

UBS Financial Services

Timothy Donnelly is a financial advisor at UBS Financial Services with 44 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as President and a board member of the Wildwood Golf and Country Club and participates on the board of Shore Club LLC, a golf course and clubhouse partnership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor client investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Karin M

Series 63, Series 66

Red Bank, NJ

UBS Financial Services

Karin Mikula is a financial advisor at UBS Financial Services with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning and portfolio management solutions, supported by proprietary research and a broad platform of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Alyssa S

Series 66

Red Bank, NJ

UBS Financial Services

Alyssa Scardelli is a financial advisor with UBS Financial Services and holds a Series 66 designation. She has 13 years of industry experience, including prior roles at Goldman Sachs, Bank of America, and Merrill. Outside of her advisory work, she is involved as an incorporator and member of an LLC related to personal property management. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities within its wealth management services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Brian E

Series 63, Series 65

Red Bank, NJ

UBS Financial Services

Brian English is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2007, including a brief period at Morgan Stanley in 2017. UBS Financial Services Inc. 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, supported by proprietary research and a broad platform of capital markets and lending solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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John R

Series 66

Red Bank, NJ

UBS Financial Services

John Renaghan is a financial advisor at UBS Financial Services with a Series 66 license and one year of industry experience. Prior to joining UBS, he held roles at Broderick's Flower Shop, Hudson Wealth Partners, and Facilipay. He also has a background that includes work at Camp Serendipity and education-related positions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including discretionary portfolio management, financial planning, and access to capital markets and proprietary research.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Raymond R

Series 66

Red Bank, NJ

UBS Financial Services

Raymond Ryan Jr. is a Series 66-licensed financial advisor with 10 years of industry experience, currently working at UBS Financial Services since 2017. Prior to joining UBS, he spent a year in Major League Baseball in 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Lucas D

Series 66

Red Bank, NJ

UBS Financial Services

Lucas De Pofi is a financial advisor with UBS Financial Services, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2022, he worked at Merrill from 2020 to 2022. His background also includes roles outside finance, such as positions at Chenango Contracting LLC and Coastal Carolina University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, including fee-based 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 to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Tara M

Series 66

Red Bank, NJ

UBS Financial Services

Tara Mundorff is a financial advisor with UBS Financial Services in Red Bank, NJ, holding a Series 66 designation and 15 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and a broad range of capital markets activities.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Emily D

Series 66

Red Bank, NJ

UBS Financial Services

Emily Decicco is a financial advisor with UBS Financial Services, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and Abel Noser, LLC, among others. She has also worked at St. John's University. UBS Financial Services serves individual, corporate, and institutional clients with 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, offering proprietary research and a broad set of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Stefen B

Series 63, Series 65

Red Bank, NJ

UBS Financial Services

Stefen Benincasa is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America and Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients with 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 utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Danielle T

Series 66

Red Bank, NJ

UBS Financial Services

Danielle Tucker is a financial advisor with UBS Financial Services in Red Bank, NJ, holding a Series 66 designation and bringing 11 years of industry experience. She worked at Merrill from 2013 to 2019 before joining UBS, where she has been since 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and offers proprietary research and analytics to support its advisory network.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michael G

CFP®, Series 66

Red Bank, NJ

UBS Financial Services

Michael Guido is a Certified Financial Planner (CFP®) and holds a Series 66 license, with 27 years of experience in the financial industry. He has been with UBS Financial Services Inc. since 2013. Based in Red Bank, NJ, Guido provides financial advisory services within a large institutional firm. UBS Financial Services Inc. 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, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Christopher G

Series 63, Series 66

Red Bank, NJ

UBS Financial Services

Christopher Gramolini is a financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 66 licenses. 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 delivers advisory work using proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michele M

Series 63, Series 65

Red Bank, NJ

UBS Financial Services

Michele Madsen is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. Outside of her advisory role, Michele is a notary public. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Alfred K

Series 63, Series 66

Red Bank, NJ

UBS Financial Services

Alfred Kelly Jr. is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through various platforms and proprietary research.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Robert L

Series 66

Red Bank, NJ

UBS Financial Services

Robert Libraty is a Series 66-licensed financial advisor with UBS Financial Services in Red Bank, NJ, where he has worked since 2014. He has 12 years of experience in the industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based investment strategies tailored to client goals.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Angela D

Series 63, Series 66

Red Bank, NJ

UBS Financial Services

Angela Dipalermo is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at UBS since 2022 and previously spent six years at Wells Fargo Clearing. 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 provides a broad range of capital markets and research resources.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Vincent V

Series 65, Series 63

Red Bank, NJ

UBS Financial Services

Vincent Vadala is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 65 and Series 63 designations and has been with UBS since 2016. UBS Financial Services 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 research from its Chief Investment Office and UBS Global Research to tailor investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Steven K

Series 63, Series 65

Red Bank, NJ

UBS Financial Services

Steven Kaiman is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining UBS in 2017, he worked at Amherst Pierpont Securities and Credit Suisse Securities (USA) LLC. UBS Financial Services 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, leveraging proprietary research and capital market insights to tailor strategies for clients.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Steven R

CFP®, Series 63, Series 65

Red Bank, NJ

UBS Financial Services

Steven Rothman is a Certified Financial Planner (CFP®) with 45 years of experience at UBS Financial Services, where he has worked since 1981. Based in Red Bank, NJ, he holds Series 63 and Series 65 licenses. Outside of his financial advisory role, he has engaged in acting, appearing in commercials and small parts in film and television since 2019. 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 financial plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Daniel R

Series 66

Red Bank, NJ

UBS Financial Services

Daniel Rothman is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has been with UBS since 2018. Prior to his current role, his work history includes positions at Compassion First Pet Hospitals and American Income Life. UBS Financial Services serves individual, corporate, and institutional clients offering a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to client goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Frank C

Series 63, Series 65

Red Bank, NJ

UBS Financial Services

Frank Condon is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory role, he serves as Treasurer for Western Monmouth Habitat For Humanity. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing a range of products including fee-based financial planning, portfolio management, and alternative investments. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Harry P

Series 66

Red Bank, NJ

UBS Financial Services

Harry Padden IV is a financial advisor at UBS Financial Services with the Series 66 designation and less than one year of industry experience. His prior roles include work at Appenzeller Training Systems and teaching positions at Monmouth University and AP Schalick High School. 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 financial plans. The firm integrates institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Danielle L

Series 66

Red Bank, NJ

UBS Financial Services

Danielle Libraty is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked at Medical Billing Associates before joining UBS. 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 utilizes proprietary research to tailor investment plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Faissal Y

Series 66

Red Bank, NJ

UBS Financial Services

Faissal Yousef is a financial advisor with UBS Financial Services in Red Bank, NJ, holding a Series 66 license and 20 years of industry experience. He previously worked at Merrill Lynch for 10 years before joining UBS in 2017. Outside of his advisory role, he is the proprietor of several real estate ownership entities. UBS Financial Services 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, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Eric T

Series 66

Red Bank, NJ

UBS Financial Services

Eric Tomsky is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Tomsky holds an advisory position with Armed Forces Brewing Company, a military tribute brewery supporting veteran needs. 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 client goals. The firm integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and a broad range of capital markets and lending products.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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