Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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.

  • John

    John Geoghan

    Managing Director

    Market Head

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    • CT
    • FL
    • MI
    • NJ
    • NY

    The Northern New Market has assembled a world-class management team with over 150 years industry experience led by John Geoghan. John joined UBS Financial Services in 1991. Over the past 27 years, John has spent time as a Financial Advisor, Branch Manager, Market Area Manager, Complex Director, and most recently, Market Head. John has been on the Firm's Leadership Council for nine years and has served on the firm's Branch Management Advisory Council for several years.

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          Michele Madsen

          Executive Director

          Assistant Market Head

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          • NJ
          • VA
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                Thomas Rasmussen

                Director

                Market Administrative Officer

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                • NJ
                • NY
                      331 Newman Springs Road
                      Building 1, 3rd Floor
                      Red Bank, NJ 07701
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                      Michael Laverda

                      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
                            331 Newman Springs Road
                            Building 1, 3rd Floor
                            Red Bank, NJ 07701
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                            Virginia Barattucci

                            Executive / Team Assistant

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                                    331 Newman Springs Road
                                    Building 1, 3rd Floor
                                    Red Bank, NJ 07701
                                  Education financing

                                  Education financing

                                  Retirement planning

                                  Retirement planning

                                  Multigenerational planning

                                  Multigenerational planning

                                  Are you ready for anything?

                                  A Liquidity strategy can help.

                                  In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

                                  Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

                                  Backed by the strength of UBS

                                  A global leader in wealth management

                                  $3.3 trillion

                                  In invested assets globally 
                                  As of 12/31/2021

                                  51 countries

                                  Our global footprint

                                  Global leader

                                  UBS is a world-leading wealth manager

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