Market Director
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.
Market Director
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.
Authorized Officer
Admin Manager
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.
Authorized Officer
Admin Manager
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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