Daniel Mccarthy is a financial advisor at UBS Financial Services with 18 years at the firm and 11 years of industry experience. He holds a Series 66 designation and is based in Weehawken, NJ. 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 integrates 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.

Kevin Kelly is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with UBS since 2011. Outside of his advisory role, he works as a per diem addictions counselor at GenPsych, LP, and as a mental health counselor at Summit Oaks Hospital. 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.

Dominique Bossano is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and 17 years of industry experience. He has been with UBS Financial Services since 2016. Outside of his advisory role, he owns a single-family residential property. UBS Financial Services serves individual, corporate, and institutional clients offering 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 financial plans.

Zoe Williams is a financial advisor at UBS Financial Services with four years of industry experience. She holds the Series 66 designation and has worked at UBS since 2021. Prior to her advisory role, she was involved with Easy Event Planning and has experience from several other positions, including time at Colgate 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 tailored to clients’ goals and risk tolerances.

Luke Sacco is a financial advisor with UBS Financial Services holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2023, he worked with several organizations including Decco By Party Up Productions and The Marist Institute for Public Opinion. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions, model-based asset allocations, and global research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of products and market services.

Donald Giovacchini is a financial advisor at UBS Financial Services with 17 years of industry experience. He has been with UBS since 2013 and holds a Series 66 designation. 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 employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Joseph D Amico is a financial advisor at UBS Financial Services with 26 years of industry experience. He has held positions at UBS since 2018 and previously worked at LPL Financial from 2007 to 2018. He holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor client plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of services including brokerage, portfolio management, and capital markets solutions.

Lynette Jefferson is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with UBS in various capacities since 2015. Outside of her advisory role, she serves as an advisory committee member for MAKERS, a media and community brand focused on workplace equity, representing UBS in this capacity since 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of products and capital markets services.

Stefan Andjelkovic is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS in 2025, he worked in educational roles at Florida Atlantic University and in secondary education. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management offerings and provides various capital markets services through its platform.

Mohamed Hassaneen is a financial advisor at UBS Financial Services with a Series 66 designation. He joined UBS in 2025 and has a background that includes roles at Boston College, Montclair Kimberley Academy, and Passaic Gifted & Talented Academy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Susan Lupo is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with UBS Financial Services Inc. since 2016. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Brandon Chan is a financial advisor at UBS Financial Services with a Series 66 designation and experience in the financial industry since 2023. His prior roles include positions at Northwestern Mutual Life Insurance Company and BankTech Ventures. Outside of finance, he has worked in diverse environments including the restaurant industry and education. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fiduciary financial planning with model-based asset allocation and research from its Chief Investment Office and UBS Global Research. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Scott Crawford is a Series 66-licensed financial advisor with UBS Financial Services in Weehawken, NJ, where he has worked for 13 years. He provides financial services through one of the largest global firms in the industry. UBS Financial Services 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, supported by proprietary research and a broad platform of capital markets solutions.

Julianna Brocks is a Series 66-registered financial advisor with UBS Financial Services, based in Weehawken, NJ. She has experience working at UBS since 2024 and previously worked at Farber Brocks and Zane LLP. Her background also includes academic experience at the University of Miami and teaching roles at both the high school and middle school levels. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-driven asset allocations in its advisory process.

Yuvraj Mallick is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has held positions at UBS since 2025 and previously worked at Wayne Township, the Metropolitan YMCA of the Oranges, and RBC Wealth Management. Mallick completed his studies at the University of Delaware from 2020 to 2024. 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 combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services through a broad platform.

Nicolas Giancotti is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at Northwestern Mutual and has a background that includes roles in education and distribution. UBS Financial Services 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.

Marella Doltaire is a financial advisor at UBS Financial Services with four years of industry experience and holds the Series 66 designation. Her background includes roles at UBS Financial Services and involvement with New York University Stern School of Business and Project Destined. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings, supported by research from its Chief Investment Office and UBS Global Research.

Brett Moore is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has been with UBS since 2022. Prior to joining UBS, he was a student for ten years and briefly unemployed in 2022. 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 and capital markets solutions across a broad client base.

Madelyn Sheridan is a Series 66 licensed financial advisor with UBS Financial Services, based in Weehawken, NJ. She has one year of industry experience and previously worked in educational roles at Manhasset Secondary Schools and Washington and Lee University for a decade. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines wealth management with institutional trading capabilities and uses proprietary research and model-based asset allocations to tailor services to clients’ goals and risk tolerances.

Eleni Woods is a financial advisor with UBS Financial Services, holding a Series 66 designation and 19 years of industry experience. She has been with UBS since 2010 and has affiliations with UBS AG and UBSI dating back to 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering 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 through its futures commission merchant status and market-making activities.