Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Emilio C

Series 66

Weehawken, NJ

UBS Financial Services

Emilio Camou Balderrama is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. His prior work includes roles at TP ICAP and Enlace Markets LLC. He also has a background in education, having spent five years at Union College and four years with Greenwich Public Schools. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations to tailor plans to client 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.

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

Lowell H

Series 63, Series 65

Weehawken, NJ

UBS Financial Services

Lowell Herskowitz is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Equitable Distributors, AXA Distributors, and John Hancock. He is based in Weehawken, NJ. 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 integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

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

Eric F

Series 63, Series 66

Weehawken, NJ

UBS Financial Services

Eric Ferrara is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining UBS in 2022, he worked at Morgan Stanley for one year and Merrill for thirteen years. Outside of his advisory work, he teaches group fitness classes twice weekly at Life Time Fitness in Princeton, New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through a comprehensive platform that includes brokerage and investment advisory services, blending institutional trading capabilities with wealth management and research-driven portfolio solutions.

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

Caroline D

Series 66

Weehawken, NJ

UBS Financial Services

Caroline Doran is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has previously been affiliated with UBS since 2022. Outside of her advisory work, she has been involved with Friends of Port Rowing and has experience in educational settings at Boston College and Sacred Heart Academy. 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 also provides institutional trading capabilities alongside wealth management services.

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

Alexander C

Series 66

Weehawken, NJ

UBS Financial Services

Alexander Correa Camacho is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Merrill for four years and Wells Fargo for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

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

Dave L

Series 63, Series 66

Weehawken, NJ

UBS Financial Services

Dave Lubkemann is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with UBS since 2006. Based in Weehawken, NJ, he serves clients through one of the largest financial institutions in the industry. UBS Financial Services 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, leveraging 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
user avatar
firm logo

Robert O

Series 66

Weehawken, NJ

UBS Financial Services

Robert O Neill III is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2023, he spent four years at Bucknell University and four years at Don Bosco Prep High School. UBS Financial Services 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 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
user avatar
firm logo

Peged Wende T

Series 63, Series 65

Weehawken, NJ

UBS Financial Services

Peged Wende Tassembedo is a financial advisor at UBS Financial Services with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining UBS, Tassembedo worked at Wells Fargo and Liberty Tax Services/Exceed Financial Corp. Outside of finance, Tassembedo has experience working in the hospitality industry at Ruth's Chris Steakhouse. 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, offering research-driven, tailored investment strategies supported by extensive capital markets expertise.

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

Nicholas P

Series 66

Weehawken, NJ

UBS Financial Services

Nicholas Panaro is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS in various capacities since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research 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
user avatar
firm logo

Malachy P

Series 66

Weehawken, NJ

UBS Financial Services

Malachy Percy Campbell is a Series 66-licensed financial advisor with UBS Financial Services, where he has been since 2025. He has one year of industry experience and previously worked at the Community Foundation of Western Massachusetts, Global Partners, LP, ESPN, Digitas North America, Northwestern Mutual, and the University of Connecticut. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a range of capital markets services through a comprehensive platform.

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

Billy Z

Series 63, Series 66

Weehawken, NJ

UBS Financial Services

Billy Zhang is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. He has worked at UBS since 2017 and was previously employed at FDM Group LLC and Bank of America from 2015 to 2017. 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 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
user avatar
firm logo

Zachary B

Series 66

Weehawken, NJ

UBS Financial Services

Zachary Blackman is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and 10 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, using proprietary capital market assumptions and research 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.

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

Austin C

Series 66

Weehawken, NJ

UBS Financial Services

Austin Cavallo is a financial advisor with UBS Financial Services, holding a Series 66 designation and five years of industry experience. His career includes multiple periods at UBS as well as roles at Peak Brokerage Services Inc. and several positions outside the financial sector. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad platform that includes custody, underwriting, and capital markets support.

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

Alexis A

Series 63, Series 66

Weehawken, NJ

UBS Financial Services

Alexis Audisio is a financial advisor at UBS Financial Services with eight years of industry experience. Prior to joining UBS, Alexis held roles at JPMorgan Chase and spent two years at Florida International University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

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

Joanne C

Series 63, Series 66

Weehawken, NJ

UBS Financial Services

Joanne Carter is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses and having 40 years of industry experience. She has been with UBS Financial Services since 1988. 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, providing a broad range of capital markets and advisory solutions.

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

Taylor H

Series 66

Weehawken, NJ

UBS Financial Services

Taylor Hunt is a financial advisor at UBS Financial Services with a Series 66 designation and no prior industry experience. Before joining UBS, he served in the U.S. Army for ten years. UBS Financial Services Inc. serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services including financial planning and portfolio management, supported by 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
user avatar
firm logo

Grant C

Series 66

Weehawken, NJ

UBS Financial Services

Grant Colborne is a financial advisor at UBS Financial Services with a Series 66 designation. He has held roles at UBS Global Markets and Morgan Stanley and spent two years at the Robert H. Smith School of Business. Colborne is based in Weehawken, NJ, and began his advisory career in 2025. UBS Financial Services serves individual, corporate, and institutional clients by combining 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 client plans.

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

Marco D

Series 66

Weehawken, NJ

UBS Financial Services

Marco De Pasquale 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 Bloomberg L.P. and Eagle Rock: A Greenberg and Rapp Company. Outside of finance, he was involved with DePasquale The Spa from 2020 to 2024. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory products, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and comprehensive capital markets offerings.

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

Justin F

Series 66

Weehawken, NJ

UBS Financial Services

Justin Furstenburg is a financial advisor with UBS Financial Services in Weehawken, NJ. He holds a Series 66 designation and has 21 years of industry experience. Prior to joining UBS in 2022, he worked at Merrill Lynch/Bank of America from 2014 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of various investment products. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

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

Jaysom G

Series 66

Weehawken, NJ

UBS Financial Services

Jaysom Galindo is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at JP Morgan Chase, Bobcat of Miramar, and service in the United States Marine Corps Reserves. 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 and offering proprietary research to tailor client strategies.

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

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.

Find your advisor

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”)