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.

Women in car

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.

  • Photo of Michele Madsen

    Michele Madsen

    Executive Director

    Market Director

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    • NJ
    • VA

    As Market Director of the of the UBS Wealth Management Red Bank office, Michele serves as an advocate and partner to the financial advisors and team associates that deliver complete wealth management advice to their clients. Her top priority is to clear roadblocks to enable our financial advisors and team associates to focus on what they do best, helping clients achieve their personal and financial goals.

    Prior to this role Michele was an Assistant Market Head for the Northern NJ Market supporting 8 offices in NJ with a focus on sales support.

    Michele grew up in Red Bank, NJ and graduated from The College of New Jersey with a B.S. in Accounting.  She currently lives in Red Bank, NJ and enjoys trying new local restaurants, the jersey shore beaches and Siesta Key Florida.

      • The College of New Jersey, B.S. in Accounting: 1990
        331 Newman Springs Road
        Building 1, 3rd Floor
        Red Bank, NJ 07701
      • Photo of Tom Rasmussen

        Thomas Rasmussen


        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


              Supervisory Officer

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              • AK
              • AL
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
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              • ID
              • IL
              • IN
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              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
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              • SC
              • SD
              • TN
              • TX
              • UT
              • VA
              • VI
              • VT
              • WA
              • WI
              • WV
              • WY

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

                  Are markets going "Back to the Future"?

                  Debt ceiling and inflation


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                  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.

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