Integrated expertise focused on your vision of success

Private Wealth Management

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

John J. Scally, III

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WY
John was selected by UBS Wealth Management to join the highly competitive Graduate Training Program (GTP). Through this program, John developed skillsets in comprehensive wealth planning and investment management. As a partner of The Somerset Hills Group, John provides insight in asset allocation, wealth transfer, investment strategies, tailored lending, and risk management. Entrepreneurs, professionals, millennials, and corporate executives rely heavily on John during a major liquidity event, which John tailors to each individual's investment goals, risk tolerance, and time horizon. John is a graduate of Bucknell University where he was captain of his lacrosse team. He resides in New York City and enjoys fishing and playing golf in his spare time.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
299 Park Avenue
New York, NY 10171
Michael J. Taylor Jr., CFP®

Account Vice President

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- MA
- MD
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- VT
- WA
Mike joined the team in early 2020 as a financial advisor having spent the previous three years with UBS Private Wealth Management as a senior wealth strategy associate. In his role as a Financial Advisor and as a CERTIFIED FINANCIAL PLANNER™, Mike works with clients to surface their most important goals and helps to provide solutions using the full capabilities of the firm. His foundation in planning helps to guide clients using a business plan approach to their overall financial picture. Mike has worked with financial professionals, entrepreneurs, millennials, and next gen clients to achieve their long-term goals.

Mike is a graduate of Harvard University where he was co-captain of the hockey team. He currently lives in Manhattan with his wife and daughter.
299 Park Avenue
New York, NY 10171
Stephanie Higgins

Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WY
Stephanie joined the team in 2021 from Morgan Stanley Private Wealth Management. Her role as a Registered Client Service Associate allows her to handle all client related requests. Her passion lies in giving customers the best client experience possible. Prior to her experience in Wealth Management, she spent 12 years at White Mountain Capital LLC where she worked as a Supervisor of the Equity Trading desk. Her responsibilities included trading, asset allocation, position tracking, and overseeing the team's daily operations.

Stephanie is a graduate of Fairfield University and lives in Manhasset, NY with her husband and three boys.
1285 Avenue Of The Americas
New York, NY 10019

John J. Scally, III

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WY
John was selected by UBS Wealth Management to join the highly competitive Graduate Training Program (GTP). Through this program, John developed skillsets in comprehensive wealth planning and investment management. As a partner of The Somerset Hills Group, John provides insight in asset allocation, wealth transfer, investment strategies, tailored lending, and risk management. Entrepreneurs, professionals, millennials, and corporate executives rely heavily on John during a major liquidity event, which John tailors to each individual's investment goals, risk tolerance, and time horizon. John is a graduate of Bucknell University where he was captain of his lacrosse team. He resides in New York City and enjoys fishing and playing golf in his spare time.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
299 Park Avenue
New York, NY 10171
Michael J. Taylor Jr., CFP®

Account Vice President

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- MA
- MD
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- VT
- WA
Mike joined the team in early 2020 as a financial advisor having spent the previous three years with UBS Private Wealth Management as a senior wealth strategy associate. In his role as a Financial Advisor and as a CERTIFIED FINANCIAL PLANNER™, Mike works with clients to surface their most important goals and helps to provide solutions using the full capabilities of the firm. His foundation in planning helps to guide clients using a business plan approach to their overall financial picture. Mike has worked with financial professionals, entrepreneurs, millennials, and next gen clients to achieve their long-term goals.

Mike is a graduate of Harvard University where he was co-captain of the hockey team. He currently lives in Manhattan with his wife and daughter.
299 Park Avenue
New York, NY 10171
Stephanie Higgins

Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WY
Stephanie joined the team in 2021 from Morgan Stanley Private Wealth Management. Her role as a Registered Client Service Associate allows her to handle all client related requests. Her passion lies in giving customers the best client experience possible. Prior to her experience in Wealth Management, she spent 12 years at White Mountain Capital LLC where she worked as a Supervisor of the Equity Trading desk. Her responsibilities included trading, asset allocation, position tracking, and overseeing the team's daily operations.

Stephanie is a graduate of Fairfield University and lives in Manhasset, NY with her husband and three boys.
1285 Avenue Of The Americas
New York, NY 10019

Wealth, from your point of view

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Executive decisions

Launch. Evolve. Exit your business.

The power of investing now

Our exclusive strategic relationship with Mountain Top Advisory Group

Mountain Top Advisory Group provides business and career advice to an exclusive group of professional athletes who are committed to being personally successful and financially secure during and after their playing careers.

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A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

^$5+ trillion

In invested assets globally
As of 11/07/2023

Global Equity Research

Institutional Investor, 2021 Global Rankings

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Integrated expertise focused on your vision of success

Private Wealth Management

John J. Scally, III

Michael J. Taylor Jr., CFP®

Stephanie Higgins