Newtown, PA Branch Office
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Experience

Makes all the difference

Mission statement

Listening to our clients is our Advisors first priority. This enables us to create a customized plan with each client to meet their financial needs and concerns.

Understanding our client's goals allows us to utilize our knowledge, experience and wisdom to work closely to find a resolution for a successful future.

From simple issues to those that are more complex, we offer well thought out solutions and understand the importance of getting it right the first time.

Thank you for partnering with us to reach your dreams and fulfill your passions in life.

Brendan J. Graham

Executive Director

Market Director

Registered States:
  • 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
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Brendan J. Graham

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

Email Me

Brendan J. Graham

Executive Director

Market Director

Registered States:
  • 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
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

Email Me

brendan.graham@ubs.com
Brendan J. Graham
1501 K Street North West,Washington, D.C.,DC,20005

Shari Winkelman

Director

Associate Market Executive

Registered States:
  • DC
  • DE
  • FL
  • GA
  • MD
  • NC
  • NJ
  • NY
  • PA
  • SC
  • VA

Shari Winkelman

307 International Circle
4th Floor
Hunt Valley, MD 21030

Email Me

Shari Winkelman

Director

Associate Market Executive

Registered States:
  • DC
  • DE
  • FL
  • GA
  • MD
  • NC
  • NJ
  • NY
  • PA
  • SC
  • VA
307 International Circle
4th Floor
Hunt Valley, MD 21030

Email Me

shari.winkelman@ubs.com
Shari Winkelman
307 International Circle,Hunt Valley,MD,21030

Patricia Cashin

Executive Director

Market Director

Registered States:
  • 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
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Patricia Cashin

100 Overlook Center
Suite 303
Princeton, NJ 08540

Email Me

Patricia Cashin

Executive Director

Market Director

Registered States:
  • 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
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
100 Overlook Center
Suite 303
Princeton, NJ 08540

Email Me

patricia.cashin@ubs.com
Patricia Cashin
100 Overlook Center,Princeton,NJ,08540

Jennifer Glenn

Director

Market Administrative Officer

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

Jennifer Glenn

101 West Elm Street
Suite 200
Conshohocken, PA 19428

Email Me

Jennifer Glenn

Director

Market Administrative Officer

Registered States:
  • AL
  • AR
  • DC
  • FL
  • HI
  • IN
  • MA
  • MD
  • ME
  • MI
  • MT
  • NE
  • NH
  • NJ
  • OK
  • OR
  • PA
  • SD
  • UT
  • VT
101 West Elm Street
Suite 200
Conshohocken, PA 19428

Email Me

jennifer.glenn@ubs.com
Jennifer Glenn
101 West Elm Street,Conshohocken,PA,19428

Nicole Kalinosky

Director

Market Supervisory Officer

Registered States:
  • DE
  • MD
  • VA

Nicole Kalinosky

307 International Circle
4th Floor
Hunt Valley, MD 21030

Email Me

Nicole Kalinosky

Director

Market Supervisory Officer

Registered States:
  • DE
  • MD
  • VA
307 International Circle
4th Floor
Hunt Valley, MD 21030

Email Me

nicole.kalinosky@ubs.com
Nicole Kalinosky
307 International Circle,Hunt Valley,MD,21030

Maria Cusanelli

Director

Branch Operations Manager

Registered States:
  • FL

Maria Cusanelli

401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301

Email Me

Maria Cusanelli

Director

Branch Operations Manager

Registered States:
  • FL
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301

Email Me

maria.cusanelli@ubs.com
Maria Cusanelli
401 East Las Olas Boulevard,Fort Lauderdale,FL,33301

John Rufo

Director

Supervisory Officer

Registered States:
  • CA
  • DC
  • DE
  • FL
  • MD
  • NC
  • NJ
  • NY
  • PA

John Rufo

411 South State Street
2nd Floor
Newtown, PA 18940

Email Me

John Rufo

Director

Supervisory Officer

Registered States:
  • CA
  • DC
  • DE
  • FL
  • MD
  • NC
  • NJ
  • NY
  • PA
411 South State Street
2nd Floor
Newtown, PA 18940

Email Me

john.rufo@ubs.com
John Rufo
411 South State Street,Newtown,PA,18940

Patricia Mosca

Director

Admin Manager

Registered States:
  • 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
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Patricia Mosca

Home Worker NJ
Home Worker NJ, NJ 000

Email Me

Patricia Mosca

Director

Admin Manager

Registered States:
  • 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
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
Home Worker NJ
Home Worker NJ, NJ 000

Email Me

patricia.mosca@ubs.com
Patricia Mosca
Home Worker NJ,Home Worker NJ,NJ,000

Laura Buchinsky

Branch Office Administrator

Laura Buchinsky

411 South State Street
2nd Floor
Newtown, PA 18940

Email Me

Laura Buchinsky

Branch Office Administrator

411 South State Street
2nd Floor
Newtown, PA 18940

Email Me

laura.buchinsky@ubs.com
Laura Buchinsky
411 South State Street,Newtown,PA,18940

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