Delivering insightful advice Building on a foundation of trust
Kelly L. Ganz, CFP® , CIMA®
Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Corporate Stock Benefit Consultant
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212-713-6113
UBS Financial Services Inc.
1285 Ave of the Americas
15th, 16th,17th, + 18th Floors
New York, NY 10019
I understand what it takes to run a successful business – it begins with dedicated individuals inspired to be the best and achieve the best for their company. And when it comes to providing the best solution to administering an equity compensation plan, it's more important than ever to choose the right advisor.
Talk to me about how I can deliver administration and participant support services that help you manage your plans with confidence. My goals are clear: improving your plan's flexibility and efficiency, while simplifying your daily involvement. I offer fully integrated solutions and, more importantly, advice—both for your organization as well as your plan participants and their families.
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