Insights grounded in experience
For the past three decades, Leonard has helped affluent families and successful professionals pursue their financial goals. With a passion for taking care of his clients and helping to solve their complex investment challenges, he creates a wealth management experience that is built around a personal approach.

Prior to joining UBS in 2016, Leonard was a financial advisor at Wells Fargo Advisors, where he co-founded Boccia Quinn Wealth Management Group. He began his career as a fixed-income investor at W.J. Nolan & Co in 1989. Leonard works closely with his clients to create a plan built entirely around their financial life, goals and objectives, with a specialty in structuring Municipal bond portfolios that generate tax-free income.

As an industry leader, Leonard was named to the Barron's Top 1,200 Advisor list (2018) and Barron’s Top 1,000 Advisor list (2015 - 2012 and 2009). In addition, he has served as a member of the UBS Chairman’s Club and UBS Pinnacle Council, distinguished groups of the firm’s most accomplished Financial Advisors.

Credentials that build confidence

• Chartered Retirement Planning Counselor^SM (CRPC®)
• Series 7 and 63 securities licenses
• B.S., marketing, State University of New York, New Paltz

Outside of work
Leonard volunteers his time and resources to Cardinal Spellman High School and SUNY New Paltz. He lives in Scarsdale, NY, with his wife and their two children, and he is a member of the Westchester Country Club. When not at work, he enjoys golfing, running and volunteering as a referee for his children’s youth basketball teams.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI

Insights grounded in experience
Steve has been making a difference in the financial lives of the clients he serves since 2005. With a focus on his clients’ unique goals and the challenges they face through all phases of life, he’s passionate about helping them pursue their financial futures with confidence. Steve played Basketball at College of the Holy Cross, and being on a team has directly translated into the discipline and structure he utilizes while working with clients. He looks at each relationship as a long-term partnership, with a deep commitment to helping his clients address their most important short-term and long-term priorities.

With an extensive planning background, Steve leads the comprehensive financial planning process for the team. He also specializes in portfolio construction, implementing tactical changes and providing active oversight. Prior to joining UBS in 2016, Steve was a Financial Advisor at Wells Fargo Advisors and a co-founder of the Boccia Quinn Wealth Management Group.

Steve has been recognized as a firm leader. He was named to the “UBS Top 35 Under 35” in 2018 and 2017 for his deep commitment to helping clients identify, work toward and achieve their goals.

Credentials that build confidence

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Retirement Planning Counselor^SM (CRPC®)
• Series 7 and 63 securities licenses
• B.A., dual major, economics and accounting, College of the Holy Cross

Outside of work
When it comes to giving back to the community, Steve actively supports Brooklyn Jesuit Prep, a Catholic Jesuit middle school serving low-income students. He is an accomplished plant-based Ironman triathlete and has successfully competed in 10 competitions, including qualifying for three Ironman World Championships in Kona, Hawaii. Steve and his wife live in Westchester, NY, where he is a member of the Westchester Country Club. In his free time, he enjoys golfing and spending time with his family.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI

Insights grounded in experience
Taylor joined the Boccia Quinn Wealth Management Group in 2018. In addition to focusing intently on client relationship building, she is responsible for generating customized financial plans and implementing tactical portfolio changes. Prior to this, Taylor was a Client Service Associate for a UBS Private Wealth Management team, servicing clients and providing operational and administrative support.

Credentials that build confidence

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Series 7 and 66 securities licenses
• B.S., business administration, concentration in finance, University of North Carolina, Wilmington

Outside of work
Taylor volunteers her time to the Juvenile Diabetes Research Foundation. She currently resides in Manhattan and enjoys Pilates.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Insights grounded in experience

As a Senior Registered Client Service Associate for a team that believes in the importance of looking at a client’s total financial picture, Denise delivers on all that is needed. She displays her passion for client service every day, creating an experience that exceeds expectations.

Denise joined the Boccia Quinn Wealth Management Group in 2004. She performs a key role in the day-to-day operations of the team, with a focus on administration and the efficient processing of client requests. Prior to joining UBS, Denise was a Registered Client Service Associate at Wells Fargo Advisors and Advest. She started her career in the financial services industry in 1998. 

Credentials that build confidence

• Series 7, 55 and 63 securities licenses
• Life and Health Insurance licenses

Outside of work

When not spending time with her young daughter, Denise enjoys reading and playing the saxophone. 

Registered States:
CA, CT, FL, IL, MA, NH, NJ, NY