Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Sean V
Series 66
Weehawken, NJ
UBS Financial Services
Sean Vogel is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, he held roles at UBS Securities LLC and MA Financial Group and spent time working at Villanova University’s Math Learning and Resource Center. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through proprietary research and a broad range of capital markets services.
Shonny M
Series 66
Weehawken, NJ
UBS Financial Services
Shonny Montano is a financial advisor at UBS Financial Services with 15 years of experience and holds a Series 66 designation. She has worked at UBS Bank USA and UBS Financial Services Inc. since 2013. 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 uses proprietary research and model-based asset allocations to tailor client plans.
Glen K
Series 63, Series 65
Weehawken, NJ
UBS Financial Services
Glen Karlovitch is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves as an associate brand ambassador for William Grant and Sons, educating customers on their spirits through tasting events. UBS Financial Services Inc. 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 combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.
James D
Series 63, Series 66
Weehawken, NJ
UBS Financial Services
James Desousa is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior roles include positions at Wells Fargo Clearing and Guaranteed Rate Affinity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm’s platform includes institutional trading capabilities alongside wealth management services.
Patricia B
Series 66
Weehawken, NJ
UBS Financial Services
Patricia Bigos is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and previously worked at Yale University School of Management and the University of South Carolina. Her background also includes six years with Pizza Works Restaurant. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, providing a broad range of capital markets and wealth management services.
Lori Z
Series 63, Series 65
Weehawken, NJ
UBS Financial Services
Lori Zaksewski is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2011, including 13 years at UBS Financial Services Inc. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor investment plans.
Renaud D
Series 63, Series 66
Weehawken, NJ
UBS Financial Services
Renaud Delapierre is a financial advisor at UBS Financial Services with 30 years of industry experience. He held a position at Charles Schwab for 28 years before joining UBS in 2022. He 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 leverages proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.
Evan D
Series 63, Series 65
Weehawken, NJ
UBS Financial Services
Evan Druckman is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Druckman also serves as Co Vice Chair of SIFMA, providing leadership on industry agendas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a range of capital markets and research resources.
Colleen S
Series 66
Weehawken, NJ
UBS Financial Services
Colleen Stott is a financial advisor with UBS Financial Services, holding a Series 66 designation and 15 years of industry experience. She has previously worked at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes proprietary research to tailor investment solutions.
Joseph D
Series 66
Weehawken, NJ
UBS Financial Services
Joseph Debrizzi is a Series 66-registered financial advisor with UBS Financial Services in Weehawken, NJ, bringing 20 years of industry experience. He has been with UBS since 2013. 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 financial plans and portfolio management to client goals and risk tolerances.
Neel N
Series 66
Weehawken, NJ
UBS Financial Services
Neel Nayak is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 credential and began his career at UBS in 2026 after completing his education at Indiana University. 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 offerings. The firm utilizes proprietary capital market assumptions and research to tailor investment strategies and provides both fee-based financial planning and portfolio management.
Jacqueline W
Series 66
Weehawken, NJ
UBS Financial Services
Jacqueline Wilchek is a financial advisor at UBS Financial Services with two years of industry experience and holds a Series 66 designation. Her work history includes roles at UBS and a position at Young World Day Camp. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.
Gavin D
Series 66
Weehawken, NJ
UBS Financial Services
Gavin Doyle is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Goldman Sachs. Outside of finance, he has been involved with YMCA Camp Cristina for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.
Jaden Q
Series 66
Weehawken, NJ
UBS Financial Services
Jaden Quinerly is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, Jaden held positions at Renasant Bank and was involved with Amelia Gene's. UBS Financial Services serves individual, corporate, and institutional clients through a mix 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.
Paule H
Series 66
Weehawken, NJ
UBS Financial Services
Paule Houngbeke is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has prior work experience including roles at Boston College Center for Student Wellness and NBCUniversal. 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 offerings tailored to clients’ goals and risk tolerances.
Andrea D
Series 63, Series 65
Weehawken, NJ
UBS Financial Services
Andrea Dragoni is a financial advisor at UBS Financial Services with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS in various capacities since 2015. 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 utilizes proprietary research and model-based asset allocations to tailor investment strategies.
Gabriel L
Series 66
Weehawken, NJ
UBS Financial Services
Gabriel Lyons is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. His prior roles include serving in the United States Senate and working at Comet LEDs and Rutgers Business School. He is also a member of the Bloomsbury Borough School Board. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor investment plans.
Carter G
Series 66
Weehawken, NJ
UBS Financial Services
Carter Gangl is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. His prior roles include positions at New York Life Securities, New York Life Insurance, and Maxar Technologies. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and offers institutional trading capabilities alongside wealth management.
Wyatt P
Series 66
Weehawken, NJ
UBS Financial Services
Wyatt Pratt is a financial advisor at UBS Financial Services with the Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual and B. Riley Financial, as well as work experience outside of finance at Calamigos Guest Ranch and Dick's Sporting Goods. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including futures commission, principal trading, and underwriting activities.
Paige W
Series 63, Series 65
Weehawken, NJ
UBS Financial Services
Paige Weiss is a financial advisor at UBS Financial Services with four years of industry experience. She previously worked at Sanford C. Bernstein & Co., LLC for five years and has held roles at Morgan Stanley, Meridian Capital Group, and Hain Celestial Group. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters