Paramus, NJ 61 South Paramus Road 4th Floor Office

Lawrence Deluise is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved in several nonprofit organizations, serving on boards and committees that support local sports programs and educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes fiduciary financial planning and capital markets activities.

Christian Graff is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and 10 years of industry experience. He has been with UBS Financial Services since 2016 across various roles. Graff has a dormant affiliation with the Family YMCA in McKinney, Texas. 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 and offers proprietary research and a broad range of capital markets services.

Matthew Kraft is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He worked at Bank of America, NA for 18 years before joining UBS in 2017. He has a role with City Coast Trust with no expected duties unless specific conditions occur. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Viren Mahtani is a financial advisor with UBS Financial Services holding a Series 66 designation, currently based in Paramus, NJ. He has been with UBS since 2025, following previous roles at Planning Alliance and Morgan Stanley. Mahtani’s background includes education experience at Fordham University and area high schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances.

Jacob Buchanan is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked previously at Webull Financial and Select Dental Management. Outside of his advisory role, he assists with management and administrative services for family business entities focused on real estate and financial affairs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and global research to tailor plans aligned with client goals and risk tolerances. The firm’s platform includes wealth management, institutional trading, and capital markets services.

Christopher Butler is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 16 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2009 to 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and comprehensive capital markets services.

Deanna Wilson is a financial advisor with UBS Financial Services, holding a Series 66 designation and 13 years of industry experience. She worked at Merrill Lynch Pierce Fenner & Smith Incorporated for 22 years before joining UBS in 2024. 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 provides proprietary research and affiliated banking programs.

Joseph Vogler is a Series 66-licensed financial advisor with UBS Financial Services in Paramus, NJ, where he has worked since 2011. He has 16 years of industry experience. Outside of his advisory role, he is a partner and director of sales at Bergen Tele, a digital advertising partnership serving local businesses. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals.

Shawn Salge is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and 20 years of industry experience. He previously worked at Merrill from 2006 to 2017 and Bank of America from 2015 to 2017 before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Jason Lipp is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through proprietary research and a range of capital markets services.

Michael Pear is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at UBS since 2020, with prior roles at Fiera Capital and experience in academic and corporate settings including Fordham University and Express Scripts. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.

Lori Macaluso is a Series 66-licensed financial advisor with 23 years of industry experience. She has worked at Merrill from 1997 to 2024 and joined UBS Financial Services in 2024. UBS Financial Services Inc. 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 and offers a broad range of capital markets services.

Nicholas Pepe is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and six years of industry experience. He has worked at UBS since 2019 and was previously employed at Nasdaq Inc. from 2014 to 2019. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment 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.

Stephanie Kokot is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Merrill and Bank of America prior to joining UBS in 2017. 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 plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Francis Giordano is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cantor Fitzgerald Securities and NatAlliance Securities. 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 and operates as a broker-dealer, investment adviser, and futures commission merchant.