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.

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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.

  • Joe Lombardo

    Joseph P. Lombardo Jr.

    Executive Director

    Market Director

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    • 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
    • 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

          51 JFK Parkway
          Suite 303
          Short Hills, NJ 07078
          joseph.lombardo@ubs.com
          Joseph P. Lombardo Jr.
          51 JFK Parkway,Short Hills,NJ,07078
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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

                1285 Avenue Of The Americas
                New York, NY 10019
                kathleen.sheehan@ubs.com
                Kathleen Sheehan
                1285 Avenue Of The Americas,New York,NY,10019
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                David Morrison

                Director

                Supervisory Officer

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                • NJ

                      Home Worker NJ
                      Home Worker NJ, NJ 000
                      david.morrison@ubs.com
                      David Morrison
                      Home Worker NJ,Home Worker NJ,NJ,000
                    • Sherry

                      Sherry Swenson

                      Director

                      Branch Operations Manager

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                      • 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
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                          Support and resources

                          The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

                          Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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