Lasting relationships. For all that matters

Meeting with presenter

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Curved building

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.

  • Patrick Gardner

    Patrick Gardner

    Director

    Associate Market Executive

    • image
    • image
    • image
    • NJ
    • NY

    Patrick Gardner is an Associate Director at the firm, working as an Assistant Market Head for the Northern NJ Market in Wealth Management USA.

    Patrick is a graduate of Fordham University where he majored in Economics and was the captain for the University's division baseball team. He has been at UBS since 2017 where he started in Real Estate Portfolio Management working on general business management and corporate real estate related projects. Prior to joining the Northern New Jersey Market in 2022, Patrick worked for the FA Recruiting Department where he partnered with field leaders to recruit FA talent to the firm.

    Patrick is originally from Caldwell , NJ and resides in Hoboken. He enjoys playing golf, running and watching sports in his free time.

          500 Campus Drive
          Florham Park, NJ 07932
          patrick.gardner@ubs.com
          Patrick Gardner
          500 Campus Drive,Florham Park,NJ,07932
        • Brianne

          Brianne Burdzy

          Director

          Admin Manager

          • image
          • image
          • AL
          • AR
          • DC
          • FL
          • HI
          • IN
          • MA
          • MD
          • ME
          • MI
          • MT
          • NE
          • NH
          • NJ
          • NY
          • OK
          • OR
          • PA
          • SD
          • UT
          • VT

          Brianne Burdzy is an Administrative Manager in the Northern New Jersey Market. She is responsible for the Florham Park, Short Hills and Wall offices, where she leads the team of Client Associates.  Brianne got her start in the Financial Services Industry 9 years ago with UBS in Weehawken, NJ, after a short stint as an accountant for Deloitte & Touché. Most recently, Brianne served as the Assistant Market Head at UBS in New York City before returning to New Jersey to be closer to home. Prior to joining the field, she had experience in Advisory Solutions and Pricing Strategy.

          She is dedicated to helping our teams grow their businesses and deliver solutions to clients by demonstrating how to best leverage the firm's resources and capabilities. She is responsible for the leadership and development of the support staff, as well as ensuring the day-to-day operations of the business run effectively and efficiently.

          Brianne maintains her series 7, 66, 9, 10 securities licenses, as well as her Life & Health Insurance license. Brianne is a graduate of The College of New Jersey in Ewing, NJ where she majored in Accounting. Brianne currently resides in Lincoln Park, NJ with her husband and their dog.

                500 Campus Drive
                Florham Park, NJ 07932
                brianne.burdzy@ubs.com
                Brianne Burdzy
                500 Campus Drive,Florham Park,NJ,07932
              • Krista

                Krista Mills

                Executive / Team Assistant

                • image
                • image

                  Krista Mills is the Executive Team Assistant for the Northern New Jersey Market. Krista joined UBS in 2007 as a Client Service Associate and transitioned into her current role in 2012.  Krista works alongside the entire branch management team to help ensure the office operates effectively and efficiently on a day to day basis.  Her key areas of focus are working closely with the Branch Manager and the Administrative Manager on all business matters and administrative items as well as managing the day to day responsibilities of running the office.

                  Krista attended Berkeley College in West Paterson, New Jersey. Krista resides in Andover, New Jersey with her husband Chris and son Chase. In her free time she enjoys spending time outdoors, and being with her family and friends.

                    • Berkley College, West Paterson
                      500 Campus Drive
                      Florham Park, NJ 07932
                      krista.mills@ubs.com
                      Krista Mills
                      500 Campus Drive,Florham Park,NJ,07932
                    • Sherry Swenson

                      Sherry Swenson

                      Director

                      Branch Operations Manager

                      • image
                      • image
                      • NJ

                      Sherry is the Market Service Manager for the Northern New Jersey Market. With over 30 years of operational and management experience, Sherry handles the day to day operations of the Northern New Jersey Market. She joined PaineWebber as a Sales Assistant with a small branch and held many positions during her tenure including Assistant to the Branch Manager, Operations Manager, and Administrative Manager. She joined the Bergen County Office in 2008 as a Compliance Analyst and then as an Operations Manager. Sherry has the expertise and has developed relationships in all areas of home office that help her solve the most complex issues for Financial Advisors and Team Associates.

                      Sherry holds FINRA Series 7, 9, 10, 66 licenses. Sherry earned a Bachelor of Arts in Economics from Douglass College, Rutgers University. Sherry is married with two children and currently resides in Oakland, NJ. In her free time she volunteers with her children's high school athletics teams fundraisers, spends quality time with her family skiing and playing soccer.

                            61 South Paramus Road
                            Mack Center IV, 4th Floor
                            Paramus, NJ 07652
                            sherry.swenson@ubs.com
                            Sherry Swenson
                            61 South Paramus Road,Paramus,NJ,07652
                          • David Morrison

                            David Morrison

                            Director

                            Supervisory Officer

                            • image
                            • image
                            • image
                            • NJ

                            David is the Supervisory Officer for the Florham Park branch. He handles supervisory functions within the branch to help the team stay compliant with industry rules and regulations. He has been in the industry for 23 years, mostly in management working with Advisors to ensure we are deliver top tier service to all clients.  Prior to joining the Florham Park Office, David worked at Merrill Lynch as a Senior Market Supervision officer.  David has spent his career making sure the Financial Advisors he works with are getting all of the support they need.

                            David earned a Bachelor of Science degree in Finance from the Pennsylvania State University. He holds FINRA Series 7, 66, 9, 10, and 31 licenses in addition to NJ Life and Health Insurance licenses. David lives in Mine Hill, New Jersey with his wife Christina. In his free time, he enjoys playing the saxophone, tennis and basketball as well as cruising. 

                                  Home Worker NJ
                                  Home Worker NJ, NJ 000
                                  david.morrison@ubs.com
                                  David Morrison
                                  Home Worker NJ,Home Worker NJ,NJ,000
                                Three generations in apple orchard

                                Turn possibilities into a plan

                                House View Monthly

                                Mountain climbers on peak at sunrise

                                A leading global wealth manager

                                Fausto

                                Tariffs, volatility and your portfolio

                                Are you ready?

                                In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                                We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                                A leader in wealth management

                                Backed by the strength of our parent company, UBS AG

                                $6 trn

                                UBS Group invested assets
                                As of 12/31/2024

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a leading and truly global wealth manager

                                Insights

                                This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                                Go to privacy settings