Holistic Wealth Management, somtimes an overused term. Truly understanding how to deliver that experience is what separates ADM Wealth Management from everyone else.
We know and understand what the affluent investor wants, allowing you to work with a true team of world class professionals. We will guide you every step of the way from Investments to Advanced Planning matters, Wealth Transfer, Wealth Protection, Wealth Preservation. We will come to know your investor personality; you could very well be a family steward, accumulator, independent etc. Whatever your profile is, we will help you learn how to retire successfully.
We look forward to having you as part of our family.
Armand J. Del Medico, CFP®, CIMA®
As a private client advisor, Armand works closely with senior-level executives, business owners, professionals and their families to not only navigate the complexities of their wealth, but also to reserve and grow their assets. Before joining UBS in 2009, Armand was a Senior Vice President and Wealth Advisor for Morgan Stanley for more than 10 years. Prior to his joining Morgan Stanley, Armand had an extensive career in the sports industry. In that role, Armand was president/CEO of a privately held sports products company, which included overseas marketing, player representation and public relations. Armand has both a Certified Financial Planner™ (CFP®) and Certified Investment Manager Analyst (CIMA®) certification.
Armand's specializes in being a "Personal Chief Financial Officer" to clients who are in periods of transition in their lives. Ranging from job transitions, a loss in the family, or divorce; Armand offers value to his clients in being able to financially guide his clients through these crucial transitions in life to give them as much security as possible in these emotional times. By understanding his client's personalities and needs Armand is able to offer this guidance in a unique way.
Armand is also currently a Trustee of Cento Amici, a charitable organization that provides scholarships to NJ students. He is also on the Board of Trustees of the Kips Bay Boys and Girls Club of New York. He is a graduate of Sacred Heart University with a bachelors degree in Finance/Economics. He resides in Connecticut with his wife, Carolyn, and they have a son Andrew who lives in New York City.
AR, AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, NC, NJ, NV, NY, OR, PA, RI, SC, VA, VT, WA
Kimberly Greenberg, ChSNC®
Kimberly is a Chartered Special Needs Consultant (ChSNC®) and has been working at UBS Financial Services since November 2013. Prior to UBS she worked as a Financial Advisor at Barclays Wealth Management and as an Analyst at Lehman Brothers. Kimberly understands the global capabilities of the firm and how to leverage them to best suit the needs of her clients. She employs a process of understanding her clients and their needs in order to develop a framework for decision making. Through in-depth discovery, investment management, financial planning and continuing education, she helps clients attain the confidence to live a financially healthy lifestyle.
Kimberly specializes in planning for families with special needs. Her professional licenses include the ChSNC®, Series 7, 66 and Life, Accident and Health Insurance.
She has a Bachelors in Business Administration from The George Washington University. Kimberly lives in Westport, CT with her husband, Jason, daughters, Parker and Skyler, and puppy, Galley.
AZ, CA, CO, CT, FL, IL, MA, MD, NJ, NY, TX
Calum Leonard has been a member of the ADM Wealth Management team for four years, joining the group in March of 2014 and currently serves as a Wealth Strategy Associate.
Mr. Leonard (Cal) will oversee all daily operational matters for the ADM Team, including account processing, responding to client requests, and ensuring high level client service that is in accordance with all firm standards and guidelines. In addition, Cal will support the team's marketing, sales and trading initiatives, and provide capital market / macroeconomic data.
Prior to UBS, Calum served as a research associate at a boutique sales and trading firm where he worked with institutional clients assisting in the areas of equity and global macro research.
Calum is a graduate of Long Island University with a B.S. in Finance, holds his Series 7 & 63 licenses, and is a Chartered Financial Analyst® He was born in the United Kingdom and currently resides on Long Island.
CA, CT, DE, FL, MA, MI, NC, NJ, NY, SC, VA
Briana D'Esposito joined the ADM Wealth Management team in August of 2019 and currently serves as a Registered Client Service Associate.
Briana will perform all daily matters for the ADM Team, including account processing, responding to client requests, and ensuring high level client service that is in accordance with all firm standards and guidelines. Additionally, Briana will assist the team with all marketing efforts.
Prior to UBS, Briana served as a Resolution Services representative at Vanguard where she partnered with senior financial advisors for ultra-high net worth clients to diagnose complex monetary errors and restore client confidence. She also utilized lean management principles and tools to gather data, meet project deadlines, and improve departmental procedures.
Briana graduated from the University of Delaware in 2017, and holds her Series 7& 63 licenses. She is from Connecticut and currently resides in New York City.
CA, CT, FL, GA, KY, MA, NJ, NY, OR, VA