Lasting relationships. For all that matters

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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How UBS empowers our financial advisors

UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.

Explore if UBS is the right fit for you

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.

Joseph P. Lombardo Jr.

Executive Director

Market Director
View bio
- 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.
51 JFK Parkway
Suite 303
Short Hills, NJ 07078

joseph.lombardo@ubs.com

Joseph P. Lombardo Jr.

51 JFK Parkway,Short Hills,NJ,07078
Kathleen Sheehan

Director

Admin Manager
View bio
- 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
109 North Avenue
2nd Floor
Westfield, NJ 07090

kathleen.sheehan@ubs.com

Kathleen Sheehan

109 North Avenue,Westfield,NJ,07090
David Morrison

Director

Supervisory Officer
View bio
- NJ
Home Worker NJ
Home Worker NJ, NJ 000

david.morrison@ubs.com

David Morrison

Home Worker NJ,Home Worker NJ,NJ,000
Sherry Swenson

Director

Branch Operations Manager
View bio
- 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 Westfield 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.
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

sherry.swenson@ubs.com

Sherry Swenson

61 South Paramus Road,Paramus,NJ,07652

Joseph P. Lombardo Jr.

Executive Director

Market Director
View bio
- 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.
51 JFK Parkway
Suite 303
Short Hills, NJ 07078

joseph.lombardo@ubs.com

Joseph P. Lombardo Jr.

51 JFK Parkway,Short Hills,NJ,07078
Kathleen Sheehan

Director

Admin Manager
View bio
- 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
109 North Avenue
2nd Floor
Westfield, NJ 07090

kathleen.sheehan@ubs.com

Kathleen Sheehan

109 North Avenue,Westfield,NJ,07090
David Morrison

Director

Supervisory Officer
View bio
- NJ
Home Worker NJ
Home Worker NJ, NJ 000

david.morrison@ubs.com

David Morrison

Home Worker NJ,Home Worker NJ,NJ,000
Sherry Swenson

Director

Branch Operations Manager
View bio
- 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 Westfield 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.
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

sherry.swenson@ubs.com

Sherry Swenson

61 South Paramus Road,Paramus,NJ,07652

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

Get involved

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Lasting relationships. For all that matters

How UBS empowers our financial advisors

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Pursuing your goals together

Joseph P. Lombardo Jr.

Kathleen Sheehan

David Morrison

Sherry Swenson