A plan for today, tomorrow and generations to come

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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.

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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.

  • Patricia

    Patricia Cashin

    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
    • 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 is the Branch Manager of the Princeton, NJ office where she serves as an advocate and partner with Financial Advisors and service support teams to deliver a world class wealth management client experience. She partners with field leaders within the Market to help foster a culture of connectivity between the firm and the Financial Advisors.  Her primary responsibility is to help drive organic growth with a focus on the tactics to execute on key products and services that lead to net new money gains in enhanced economic profit. She prides herself on bringing the best and deepest resources to serve the clients' and Financial Advisors' needs, both through the strength of UBS and the human capital of her leadership team.  

    Her prior experience includes multiple facets of branch administration as well as client and advisor engagement. Those roles include being the Assistant Market Head in the Park Avenue Market, NYC;  Head of Teaming and Succession Planning;  and Experienced Advisor Recruiting groups at UBS. 

    Patricia joined UBS in 2012 from Merrill Lynch, where she spent the prior 14 years leading Advisor Recruitment and Integration efforts for 7 years. In her career at Merrill Lynch, she held management positions where she was responsible for Recruiting Business Managements, FA Compensation and numerous field facing roles.

    She lives in Manalapan, NJ with her husband Jeffrey and their 2 children,  Aiden and Liam. 

          100 Overlook Center
          Suite 303
          Princeton, NJ 08540
          patricia.cashin@ubs.com
          Patricia Cashin
          100 Overlook Center,Princeton,NJ,08540
        • tara headshot

          Tara Flax

          Authorized Officer

          Admin Manager

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

          Tara has been in the industry for over 25 years.  Prior to joining UBS, she spent several years at Wells Fargo where she worked in support and management roles, with her most recent as Assistant Field Support Manager.  She also spent several years at Merrill Lynch in various roles.    

          She graduated from Baruch College with a Bachelor of Business Administration degree with a concentration in Finance and Investments.  Tara holds the FINRA Series 7, 63, 66 and 9/10 licenses.  She also holds the New Jersey Life and Health Insurance Licenses.

          Tara lives in East Brunswick with her husband Andre and their children, Marcus, Adam and Tiffany.

                184 Liberty Corner Road
                Suite 101
                Warren, NJ 07059
                tara.flax@ubs.com
                Tara Flax
                184 Liberty Corner Road,Warren,NJ,07059
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              UBS Year Ahead 2025

              Roaring 20s: The next stage

              Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

              A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

              Read the report

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              As of 06/30/2024

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