Lasting relationships. For all that matters

Meeting in a office

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

                                  US banking sector update: Where we are now

                                  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.

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                                  A global leader in wealth management

                                  $2.8 trillion

                                  In invested assets globally 
                                  As of 06/30/2022

                                  51 countries

                                  Our global footprint

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                                  UBS is a world-leading wealth manager

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