Experience Makes all the difference

What is important to you? At UBS, this is where our conversation begins. Helping you find those answers is what our relationship is all about. Our conversations focus on you - the goals you hope to achieve and your current financial needs.

How exactly do we work with you? We ask many questions. Questions about your lifestyle today and the lifestyle you hope to live years from now. We also ask about the challenges you face in your financial life, and we're confident this is where we bring to bear our deep understanding and expertise.

A tailored approach. Our approach is a simple one: We align our experienced team with powerful resources to help you plan for your most meaningful milestones and all you hope your future can be.

Protecting what you have built. You've worked very hard to get to this point in your life, and you're committed to protecting what you've built. Through sound advice and wealth planning, we can partner with you to help manage those things that could undo a lifetime of work.

George Dimatteo

Senior Vice President - Wealth Management
716-630-3028
george.dimatteo@ubs.com
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George has provided executives, small business owners and other professionals and their families with a comprehensive range of wealth management solutions for nearly 30 years. George earned the designation of Wealth Advisor after completing a rigorous UBS qualification program; he holds Series 7, 63 and 65 securities licenses. He earned a B.S. in finance from Central Connecticut State University. George is fluent in Italian.


Registered States:
AZ, CA, FL, KS, KY, MA, ME, MT, NC, NY, OH, PA, SC, TX, VA


Patrick White Ryan, CFP®, AWMA®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor (AWMA)
716-630-3030
patrick.w.ryan@ubs.com
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 Our approach is a simple one: We align our experienced team with powerful resources to help you plan for your most meaningful milestones and all you hope your future can be.  Through sound advice and customized wealth planning, we can partner with you to help protect what you have built, providing a clear path towards reaching your goals.


Registered States:
AZ, CA, FL, KS, KY, MA, ME, MT, NC, NY, OH, PA, SC, TX, VA


Donna A. George

Senior Client Service Associate
716-630-3028
donna.george@ubs.com

Donna has been in the financial services industry for over 20 years and is Series 7 & 66 registered.  She is also licensed in New York for Life & Health Insurance.


Registered States:
AZ, CA, FL, KS, MA, ME, MT, NY, OH, PA, SC, TX, VA