Let's move forward. Together.

Three people in office

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Short Hills, NJ Branch 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.

  • Nicole Press

    Nicole Press

    Executive Director

    Market Director

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    • NJ

    Nicole began her career in Finance in 2002 with Cantor Fitzgerald.  First as a Trading Assistant with the US Gov't Repo Sales and Trading Desk and then as a Junior Broker with their FX Options Voice Brokerage team.  She later joined UBS Financial Services in October, 2004 as a product specialist with the Taxable Fixed Income Desk where she was also responsible for education and sales on FX and Rate-Linked Structured Solutions.  In 2007, Nicole moved into her first field leadership role as a Sales Manager with the Western Pennsylvania Market Area.  She later joined the 1285 Market in NYC as an Administrative Manager and later joined the 200 Park Office as the Complex Administrative Manager.  In 2016, Nicole took on the newly created role of Divisional Technology Specialist for both the Northeast and Metropolitan Divisions. In September of 2019, she assumed her current role as Divisional Sales Manager for the East.  She is also the former business manager for UBS WMA's Aspire effort which is part of the Three Keys Global Initiative for culture.

    Nicole obtained her Bachelor of Science from Fordham University, Gabelli School of Business, with a  with a dual concentration in Management and Finance.  In her spare time, Nicole enjoys CrossFit, Cooking and Concerts. She also loves to travel and is on number 38 in her mission to visit all 50 states.

          51 JFK Parkway
          Suite 303
          Short Hills, NJ 07078

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