A plan for today, tomorrow and generations to come

Mother Daughter meeting

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.

Four people meeting in glass 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.

  • Patricia

    Patricia Cashin

    Market Director

    • image
    • image
    • image
    • 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
          100 Overlook Center,Princeton,NJ,08540
        • tara headshot

          Tara Flax

          Authorized Officer

          Admin Manager

          • image
          • image
          • NC
          • NJ

          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
                184 Liberty Corner Road,Warren,NJ,07059
              • nick

                Nicholas DeBiase

                Client Associate

                • image
                • image
                • image

                  Nick is the Branch Office Administrator for the Princeton. NJ Office. In this role he is responsible for the day to day functions of the branch including the support of all advisors and their teams. Nick holds an Associate of Science in Business Administration from Ocean County College as well as a Bachelor of Science in Business Administration from Caldwell University. Nick began as an intern for the firm and has been an employee with the Northern New Jersey market since 2019 as a Branch Associate in the Short Hills office. His operational experience and attention to detail is sure to be an asset to the branch. He currently holds his Security Industry Essential (SIE) license and is enjoying studying for the Series 7 & 66 licenses. He spends his free time at the beach and rooting for the NY Yankees & NY Giants.

                        140 Broad Street
                        Suite 100
                        Red Bank, NJ 07701
                        Nicholas DeBiase
                        140 Broad Street,Red Bank,NJ,07701

                      Why does A.I. in space matter?

                      Outlook on interest rates


                      UBS and Credit Suisse—stronger than ever

                      Global Wealth Report 2024

                      Crafted wealth intelligence

                      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                      Gain additional insights into the trends shaping wealth in the US and around the world.

                      Download the report

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $5.8+ trn

                      UBS Group invested assets
                      As of 03/31/2024

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager