Aristea Selmani is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. Her background includes roles at Provident Bank, Daekyo America, and Seton Hall University. She is based in Weehawken, NJ. 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 wealth management with institutional trading capabilities and provides research-driven, model-based asset allocation tailored to client goals.

Anthea Allen Mikstay is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and seven years of industry experience. She has been with UBS since 2017. Mikstay serves as an advisor for the Customer Experience Certificate Program at Seton Hall University’s Stillman School of Business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and relies on proprietary research and model-based asset allocations to tailor client plans.

Jasmine Ahmed is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds the Series 66 designation and has been with UBS Bank USA and UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of 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 client strategies.

Noam Jacknis is a financial advisor with UBS Financial Services holding a Series 66 designation and 15 years of industry experience. He has worked at UBS since 2021 and previously spent five years at Merrill. 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 services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

David Gerber is a CFA® charterholder and holds a Series 63 license. He has 13 years of industry experience and has been with UBS Financial Services since 2012. Outside of his advisory role, he owns and operates a real estate business through a sole proprietorship. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining model-based asset allocations and research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and lending solutions.

Jamie Caceres is a financial advisor at UBS Financial Services with 17 years of industry experience. He has been with UBS since 2017 and previously worked at RBC Capital Markets, LLC. He holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, delivering advice supported by proprietary research and model-based asset allocations.

Reid Scorzetti is a financial advisor at UBS Financial Services with a Series 66 designation and no prior industry experience. His work background includes roles at UBS Financial Services, Inc. and Avonwood Capital Partners, as well as academic experience at Pennsylvania State University and secondary education institutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Patrick Ryan is a Series 66-licensed financial advisor with UBS Financial Services in Weehawken, NJ, and has three years of industry experience. His prior roles include positions at Bridgeview Execution Services and Highlander Asset Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Kirtana Patel is a CFP®-certified financial advisor at UBS Financial Services with 10 years of industry experience. Her prior roles include positions at Bank of America, Merrill, P.J. Robb Variable Corp., and Crump Life Insurance Services. She also took time away from the industry as a stay-at-home mom for three years. 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. The firm uses proprietary research and model-based asset allocations to tailor financial plans and manages both fee-based and discretionary portfolios.

Reid Papafloratos is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior educational experience spanning from 2014 to 2025, including roles at Bronx High School of Science and Cornell University. 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 investment strategies. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and securities-backed lending programs.

Lindsey Morris is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for 13 years before joining UBS in 2022. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans and provides a broad range of capital markets and advisory services.

William Carroll is a financial advisor with UBS Financial Services, holding a Series 63 designation and bringing 42 years of industry experience. He has been with UBS since 2003, following a one-year tenure at Citigroup Global Markets. 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 services, supported by proprietary research and a broad range of capital markets activities.

Edward Eccles is a financial advisor at UBS Financial Services with eight years of industry experience. He has worked at UBS in various capacities since 2018 and previously spent eleven years at Oppenheimer & Co. He holds a Series 66 designation. UBS Financial Services Inc. 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 research and model-based asset allocations to customize financial plans and manages a wide array of products including mutual funds and alternative investments.

Rebecca Luiza De Andrade is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has previously worked in various roles including real estate and pharmacy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations to tailor financial plans and portfolio management. The firm also engages in institutional trading and provides a wide range of capital markets and wealth management services.

Romeo Habash is a financial advisor at UBS Financial Services with credentials including the Series 66 designation and one year of industry experience. Prior to joining UBS in 2026, he worked at EuroExotics and US Brands Furniture and also spent time at Mount Olive Middle 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 and leveraging proprietary research and model-based asset allocations to tailor client portfolios.

Thomas Suarez is a financial advisor at UBS Financial Services with a Series 66 credential. He has less than one year of industry experience and has held previous roles at firms including Faraday Special Investments and Coastal Wealth, as well as multiple positions at Florida International University. Before entering the financial industry, he worked in education at Pembroke Pines Charter schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing financial planning, 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 client solutions.

Edward Fernandez is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018, following prior roles at Morgan Stanley and Morgan Stanley Services Group Inc. 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.

Emma Munden is a financial advisor with UBS Financial Services in Weehawken, NJ. She holds the Series 66 designation and has one year of industry experience. Prior to joining UBS, she worked at various organizations including Pfau Golf Course and State Farm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, 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 offers a broad range of capital markets and lending programs.

Dean Goldstein is a financial advisor at UBS Financial Services with a Series 66 designation. He has been with UBS and other financial firms since 2024 and has no prior industry experience before that. His background includes time at Pharo Management and Valiant Management Group, as well as education at the University of Michigan-Ann Arbor. 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 integrates proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management services.

William Witter is a Series 66-registered financial advisor at UBS Financial Services with three years of industry experience. His prior roles include positions at Fidelity Investments, Kingsbrook Development Corporation, and Simple Sale USA. 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. The firm leverages proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk profiles.