The confidence  to pursue your goals
starts with a plan

The Stephens Wealth Management Group

As one of our UBS Financial Advisors who was nominated to attend the UBS Wealth Advisor program and who earned this prestigious designation, we are especially qualified to provide highly personalized wealth management services to our clients. We truly understand that wealth management is more than just access to the wide range of financial services and solutions at UBS – it is how those services and solutions are tailored to help you achieve your personal financial goals and dreams.

The UBS Wealth Advisor program has allowed us to expand our knowledge in holistic wealth management issues and concerns that better position me/us to serve you in today's marketplace. We are proud to leverage our expertise to help you embrace your financial future with confidence – and partner with you at every turn.

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The Stephens Wealth Management Group

590 Madison Avenue
23rd And 26th Floors
New York, NY 10022

855-272-0618 fax

Bryan "T." Stephens, CFP, CPWA

Senior Vice President Wealth Management
Maureen McDevitt

Client Service Associate
John Patrick O'Connor

Client Service Associate
Calum Andrew Leonard

Client Service Associate
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