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Sharese W

Series 66

Weehawken, NJ

UBS Financial Services

Sharese Wilson is a financial advisor with UBS Financial Services, holding a Series 66 designation and 18 years of industry experience. She has worked at UBS since 2018 and previously spent two years at Credit Suisse Securities (USA) LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing proprietary research and comprehensive 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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Andrea F

CFA®, Series 66

Weehawken, NJ

UBS Financial Services

Andrea Fisher is a CFA® charterholder with 18 years of experience in the financial services industry. She is currently a financial advisor at UBS Financial Services and has previously worked at BNY Mellon Securities Corporation, Newton, and UBS Asset Management. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range 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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Stephanie F

Series 66

Weehawken, NJ

UBS Financial Services

Stephanie Fleser is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and previously spent eleven years in full-time education before joining UBS in 2022. UBS Financial Services Inc. 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.

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

Series 66

Weehawken, NJ

UBS Financial Services

Thomas O'Mara 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 since 2013. 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 delivers advisory work using proprietary capital market assumptions and research to tailor plans and portfolio management 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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Ryan O

Series 66

Weehawken, NJ

UBS Financial Services

Ryan Oconnell is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has prior experience at LPL Enterprise LLC and a range of roles outside finance including work at Starbucks and Kean University. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, utilizing proprietary capital market research and model-based asset allocation to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management and offers services including fee-based financial planning, portfolio management, and market-making activities.

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

Series 63, Series 66

Weehawken, NJ

UBS Financial Services

Steven Callahan is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Painewebber Incorporated since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored 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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Carly B

Series 63, Series 66

Weehawken, NJ

UBS Financial Services

Carly Bernstein is a financial advisor at UBS Financial Services with Series 63 and Series 66 credentials and less than one year of industry experience. Prior to joining UBS, she held roles at Gallagher and was involved with entrepreneurial ventures including The Twisted Tulip and Hipsturbia Collective. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of solutions such as fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk profiles.

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

Series 66

Weehawken, NJ

UBS Financial Services

Giselle Rivera is a Series 66-licensed financial advisor with UBS Financial Services in Weehawken, NJ, where she has worked since 2017. She has nine years of industry experience, including a prior role at Cornell University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities and 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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Aiym S

Series 66

Weehawken, NJ

UBS Financial Services

Aiym Shamsuidinova is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has worked previously at Rutgers Business School and in healthcare-related roles. 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 according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

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

Series 66

Weehawken, NJ

UBS Financial Services

Hunter Garlasco is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 credential and four years of industry experience. His background includes roles at UBS Wealth Management and experience outside finance, including coaching ice hockey and operating a lawn care and landscaping business. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment 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 offers a broad range of capital markets and custody solutions.

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

Series 66

Weehawken, NJ

UBS Financial Services

Christopher Natola 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 positions at Homegoods Inc., Technology Business Research Inc., and the New Hampshire Liquor Commission, among others. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary capital market research with fiduciary financial planning and portfolio management. The firm’s platform integrates institutional trading capabilities with wealth management services, including principal trading, market-making, and various capital markets functions.

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

Series 66

Weehawken, NJ

UBS Financial Services

Isabella Velez is a financial advisor with UBS Financial Services in Weehawken, NJ. She holds a Series 66 designation and has been with UBS since 2025. Her prior experience includes roles in education at the University of Rhode Island and American Heritage School, as well as positions in hospitality and food service. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management 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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Evan R

Series 66

Weehawken, NJ

UBS Financial Services

Evan Rose is a financial advisor with UBS Financial Services in Weehawken, NJ. He holds the Series 66 designation and has a background that includes roles in management at Gettysburg College and Select Medical, along with experience in asset management and education. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, combining proprietary research and model-based strategies to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering services such as portfolio management, financial planning, and 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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Nicholas M

Series 66

Weehawken, NJ

UBS Financial Services

Nicholas Manthei is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. His career includes roles at UBS Securities LLC and prior work outside finance, including time at Boston College and Christian Camps and Conferences. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including discretionary portfolio management, underwriting, and securities-backed lending.

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

Series 66

Weehawken, NJ

UBS Financial Services

David Garcia is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup, Morgan Stanley, and Wells Fargo Bank. Prior to his finance career, he spent three years in retail management at T-Mobile. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, 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.

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

Series 66

Weehawken, NJ

UBS Financial Services

Brittany Parker is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and possessing 14 years of industry experience. She previously worked at Stifel Nicolaus & Co. Inc. and Edward Jones before joining UBS in 2019. 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 utilizes proprietary market research and model-based asset allocations to tailor strategies according 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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Alshamiere F

Series 63, Series 66

Weehawken, NJ

UBS Financial Services

Alshamiere Fields is a financial advisor at UBS Financial Services with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Edward Jones, Merrill, and Pruco Securities LLC. Outside of financial services, Fields has experience in the wellness and dispensary sectors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

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

Series 66

Weehawken, NJ

UBS Financial Services

Annika Dyczkowski is a financial advisor at UBS Financial Services with one year of industry experience and holds the Series 66 designation. Prior to joining UBS, she worked at Progress Partners and has experience in various roles including positions at Trinity College-Hartford and entrepreneurial ventures such as Peter B's Espresso Bar. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing research-driven, tailored financial solutions.

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

Series 66

Weehawken, NJ

UBS Financial Services

Devesh Deodat is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at OceanFirst Bank and has a background that includes teaching positions at Rutgers Business School, Robbinsville High School, and Pond Road Middle School. He holds a Series 66 designation. 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 uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management according 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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Joseph R

Series 66

Weehawken, NJ

UBS Financial Services

Joseph Rosano is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual and Lowe’s. Outside of his advisory role, he works part-time providing event security at soccer games. 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 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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