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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.

  • Patrick G

    Patrick Gardner

    Director

    Market Director

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    • NJ
    • NY

    Patrick Gardner is a Director at UBS, currently serving as the Market Director for the Warren, NJ office within the Greater New York Metro Market. He leads one of the region’s key branches, where he is responsible for driving growth and setting the strategic direction for a team of more than 40 employees. As a market leader, Patrick is deeply committed to building a culture where individuals and teams are inspired to surpass both personal and professional goals.

    Patrick has spent his eight-year career with UBS, most recently as the Associate Market Executive for Northern NJ supporting the growth of over 225 Financial Advisors and their team associates across eight offices in the New Jersey area including Paramus, Florham Park, Short Hills, Warren, Westfield, Princeton, Red Bank and Manasquan.

    A New Jersey native, Patrick earned his B.A. in Economics from Fordham University, where he served as captain of the Division I baseball program. He holds the Series 7, 66, 9, and 10 securities licenses. Patrick grew up in Caldwell and attended Seton Hall Preparatory School. He now resides in Hoboken, New Jersey with his wife, Kara, and their son, James Patrick (“J.P.”).

          184 Liberty Corner Road
          Suite 101
          Warren, NJ 07059
          patrick.gardner@ubs.com
          Patrick Gardner
          184 Liberty Corner Road,Warren,NJ,07059
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          Kathleen Sheehan

          Director

          Admin Manager

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          • AL
          • AR
          • DC
          • FL
          • HI
          • IN
          • MA
          • MD
          • ME
          • MI
          • MT
          • NE
          • NH
          • NJ
          • NY
          • OK
          • OR
          • PA
          • RI
          • SC
          • SD
          • TX
          • UT
          • VA
          • VT
          • WA
          • WY

          Kathy is the Market Administrative Officer Associate for the Greater New York Metro Market and brings with over 25 years of experience in the business. In this role, she works closely with the Market Directors supporting the day-to-day business of our Advisors and Associates and is passionate about creating a positive business culture within the Market.

          A graduate of St. Francis College with a Bachelor of Science in Business Management, and holds the FINRA Series 7, 63, 66, 9 and 10 licenses.

                109 North Avenue
                2nd Floor
                Westfield, NJ 07090
                kathleen.sheehan@ubs.com
                Kathleen Sheehan
                109 North Avenue,Westfield,NJ,07090

              Defining your priorities. Pursuing what matters.

              Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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              Year-end charitable giving

              As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

              For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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