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  • Market Director -Joseph Lombardo Jr.

    Joseph P. Lombardo Jr.

    Executive Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Joe Lombardo, a seasoned leader with over 30 years of experience in wealth management, currently serves as the Market Director of the UBS Florham Park, Short Hills and Westfield Office. A 20-year veteran of UBS, Joe has a proven track record of fostering strong relationships with Financial Advisors and team associates. His leadership journey includes successfully managing the White Plains office from 2012 to 2020 and more recently leading the 1251 Avenue of the Americas office in NYC for two and a half years.

    Joe began his career as a Financial Advisor and has held various leadership roles at UBS, including Complex Director and Branch Manager. He also served as Head of Leadership and Future Talent Development, bringing valuable home office experience. Known for his strategic mindset and collaborative leadership style, Joe is committed to providing a platform of respect, advocacy, stability, and growth for his teams.

    Education:
    • B.A. in Finance, Baruch College
    • M.B.A. in Marketing, Wagner College
    • Graduate program, Securities Industry Institute, Wharton School of Business

    Joe resides in Fairfield, NJ, with his wife and three children, and is excited to bring his extensive experience back to the local NJ market.

          51 JFK Parkway
          Suite 303
          Short Hills, NJ 07078
          joseph.lombardo@ubs.com
          Joseph P. Lombardo Jr.
          51 JFK Parkway,Short Hills,NJ,07078
        • Patrick Gardner

          Patrick Gardner

          Director

          Associate Market Executive

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          • 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

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                • 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
                    • David Morrison

                      David Morrison

                      Director

                      Supervisory Officer

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                      • 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
                          • Krista

                            Krista Mills

                            Executive / Team Assistant

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                              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
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                                Tariffs, volatility and your portfolio

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                                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.

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