Trust. Experience. Confidence.

• 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
• NC
• ND
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• PR
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WV
• WY

Joe Lombardo, a seasoned leader with over 30 years of experience in wealth management, currently serves as the Market Director of the UBS Florham Park, Short Hills and Westfield Office. A 20-year veteran of UBS, Joe has a proven track record of fostering strong relationships with Financial Advisors and team associates. His leadership journey includes successfully managing the White Plains office from 2012 to 2020 and more recently leading the 1251 Avenue of the Americas office in NYC for two and a half years.

Joe began his career as a Financial Advisor and has held various leadership roles at UBS, including Complex Director and Branch Manager. He also served as Head of Leadership and Future Talent Development, bringing valuable home office experience. Known for his strategic mindset and collaborative leadership style, Joe is committed to providing a platform of respect, advocacy, stability, and growth for his teams.

Education:
• B.A. in Finance, Baruch College
• M.B.A. in Marketing, Wagner College
• Graduate program, Securities Industry Institute, Wharton School of Business

Joe resides in Fairfield, NJ, with his wife and three children, and is excited to bring his extensive experience back to the local NJ market.

• NJ

Sherry is the Market Service Manager for the Northern New Jersey Market. With over 30 years of operational and management experience, Sherry handles the day to day operations of the Paramus Office. She joined PaineWebber as a Sales Assistant with a small branch and held many positions during her tenure including Assistant to the Branch Manager, Operations Manager, and Administrative Manager. She joined the Paramus Office in 2008 as a  Compliance Analyst and then as an Operations Manager. Sherry has the expertise and has developed relationships in all areas of home office that help her solve the most complex issues for Financial Advisors and Team Associates.

Sherry holds FINRA Series 7, 9, 10 and 66 licenses. Sherry earned a Bachelor of Arts in Economics from Douglass College, Rutgers University. Sherry is married with two children and currently resides in Oakland, NJ. In her free time she volunteers with her children's high school
athletics teams fundraisers, spends quality time with her family skiing and playing soccer.

• NJ

David is the Supervisory Officer for the Florham Park branch. He handles supervisory functions within the branch to help the team stay compliant with industry rules and regulations. He has been in the industry for 23 years, mostly in management working with Advisors to ensure we are deliver top tier service to all clients.  Prior to joining the Florham Park Office, David worked at Merrill Lynch as a Senior Market Supervision officer.  David has spent his career making sure the Financial Advisors he works with are getting all of the support they need.

David earned a Bachelor of Science degree in Finance from the Pennsylvania State University. He holds FINRA Series 7, 66, 9, 10, and 31 licenses in addition to NJ Life and Health Insurance licenses. David lives in Mine Hill, New Jersey with his wife Christina. In his free time, he enjoys playing the saxophone, tennis and basketball as well as cruising. 

• AL
• AR
• DC
• FL
• HI
• IN
• MA
• MD
• ME
• MI
• MT
• NE
• NH
• NJ
• NY
• OK
• OR
• PA
• SD
• UT
• VT

Brianne Burdzy is an Administrative Manager in the Northern New Jersey Market. She is responsible for the Florham Park, Short Hills and Wall offices, where she leads the team of Client Associates.  Brianne got her start in the Financial Services Industry 9 years ago with UBS in Weehawken, NJ, after a short stint as an accountant for Deloitte & Touché. Most recently, Brianne served as the Assistant Market Head at UBS in New York City before returning to New Jersey to be closer to home. Prior to joining the field, she had experience in Advisory Solutions and Pricing Strategy.

She is dedicated to helping our teams grow their businesses and deliver solutions to clients by demonstrating how to best leverage the firm's resources and capabilities. She is responsible for the leadership and development of the support staff, as well as ensuring the day-to-day operations of the business run effectively and efficiently.

Brianne maintains her series 7, 66, 9, 10 securities licenses, as well as her Life & Health Insurance license. Brianne is a graduate of The College of New Jersey in Ewing, NJ where she majored in Accounting. Brianne currently resides in Lincoln Park, NJ with her husband and their dog.