Let's move forward. Together.

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Dominick Lovecchio

    Senior Vice President

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    • CA
    • CO
    • FL
    • MD
    • MO
    • ND
    • NJ
    • NY
    • OK
    • PA
    • TX
    • UT
    • VA

          184 Liberty Corner Road
          Suite 101
          Warren, NJ 07059
        • Sunil

          Sunil Bhavnani

          Senior Vice President–Wealth Management

          Financial Advisor

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          • CA
          • CO
          • CT
          • DE
          • FL
          • IL
          • MD
          • MO
          • ND
          • NJ
          • NY
          • OK
          • PA
          • TX
          • UT
          • VA

                184 Liberty Corner Road
                Suite 101
                Warren, NJ 07059
              • John

                John Hanson

                Senior Wealth Strategy Associate

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                • CA
                • CO
                • DE
                • FL
                • IL
                • MD
                • MO
                • ND
                • NJ
                • NY
                • OK
                • PA
                • TX
                • UT
                • VA
                • VT

                      184 Liberty Corner Road
                      Suite 101
                      Warren, NJ 07059

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                    UBS and Credit Suisse—stronger than ever

                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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