At the White Plains Office, we are proud to deliver to our Advisors the best UBS has to offer while maintaining a close-knit community environment. We view our branch as a family, where FAs are supported, have access to a broad array of resources and willingly share ideas.
The White Plains management team is singularly focused on helping our Advisors grow, enabling you to deliver the best possible experience to your clients. Led by Joe Lombardo, the team is uniquely positioned to provide access to the vast resources of UBS. Joe has over 20 years of industry experience, including time spent as a Financial Advisor, Assistant Branch Manager, Director of Business Acquisition, and now Branch Manager. An outstanding facilitator, he connects Advisors to firm-wide resources, intellectual capital, growth ideas and product expertise, enabling them to offer unparalleled investment advice and guidance to their clients.
“At the UBS White Plains Branch Office, our focus is to do all that we can to help you grow both professionally and personally. Our Advisor-first culture enables you to focus on what is most important-serving your clients and growing your business.”
— Joseph P. Lombardo, Jr., Branch Manager