A plan for today, tomorrow and generations to come

1251 Avenue of the Americas Office - Branch Photo

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Three people sitting in office

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.

  • Joseph Lombardo Jr. - Profile Photo

    Joseph P. "Joe" Lombardo Jr.

    Executive Director

    Branch Manager

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    • CA
    • CT
    • FL
    • MA
    • NJ
    • NM
    • NY
    • VA
    • VT

    Joe understands the competitive metro NYC market and how critical it is for Financial Advisors to distinguish themselves from their competition. As Branch Manager, Joe brings a unique blend of knowledge, experience and advocacy to his Financial Advisors to help them improve their productivity with relevant coaching techniques and progressive marketing strategies. He supports his FAs’ entrepreneurial mindsets by providing opportunities to create and develop their own unique brand presence and differentiate themselves in the marketplace. He is intently focused on building an environment in which advisors can thrive and grow their wealth management practices. 

    Joe has consistently outperformed for more than two decades, building and growing the Market of choice for high net worth and ultra-high net worth clients as well as employees. An outstanding facilitator, he connects advisors to firm wide resources, intellectual capital, growth ideas and product expertise, enabling them to offer unparalleled investment advice and guidance to clients. Joe has served both as a successful FA and an informed leader, currently an active Leadership Council Member, who understands and supports his Advisors’ growth goals.

    He entered the industry in 1990 and joined UBS in 2005. For the past four years, he has served in branch management; previously he worked as Financial Advisor for 15 years. He holds several securities licenses: Series 3 (commodities/futures), 7 and 63 (securities representative), 65 (investment advisor), 9 (securities sales supervisor/options) and 10 (general securities sales supervisor), as well as accident and health, variable life insurance and annuities licenses.

      • Bernard M. Baruch College, Finance
      • Wagner College, MBA in marketing
        1251 Avenue of Americas
        2nd Floor
        New York, NY 10020
      • Michael George Martinez - Profile Photo

        Michael George Martinez

        Director

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OH
        • OR
        • PA
        • PR
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WY

              100 West Putnam Ave
              2nd Floor
              Greenwich, CT 06830
            • Lauren A. Castan - Profile Photo

              Lauren A. Castan

              Associate Director

              Admin Manager

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              • MA
              • NJ
              • NY

                    1251 Avenue of Americas
                    2nd Floor
                    New York, NY 10020
                  • Joseph K. Debrizzi - Profile Photo

                    Joseph K. Debrizzi

                    Director

                    Supervisory Officer

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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
                    • 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

                          1000 Harbor Boulevard
                          Weehawken, NJ 07086
                        • Marina Bilotti - Profile Photo

                          Marina Bilotti

                          Authorized Officer

                          Executive / Team Assistant

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                                  1251 Avenue of Americas
                                  2nd Floor
                                  New York, NY 10020
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                                  Dylan Givner

                                  Authorized Officer

                                  Wealth Planning Associate

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                                  • NJ

                                        1251 Avenue of Americas
                                        2nd Floor
                                        New York, NY 10020

                                      What did the Fed say?

                                      Retirement planning

                                      Retirement planning

                                      Multigenerational planning

                                      Multigenerational planning

                                      Legacy—Wealth for others

                                      For needs that go beyond your own—to help you improve the lives of others

                                      What will your legacy be?
                                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                      Learn more at ubs.com/wealthway.

                                      Backed by the strength of UBS

                                      A global leader in wealth management

                                      $2.8 trillion

                                      In invested assets globally 
                                      As of 06/30/2022

                                      51 countries

                                      Our global footprint

                                      Global leader

                                      UBS is a world-leading wealth manager

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