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 is also a member of the Academy for Special Needs Planners.

She has a Bachelors in Business Administration from The George Washington University. Kimberly lives in Westport, CT with her husband, Jason, daughters, Skyler and Parker, and puppy, Galley.

Registered States:
AZ, CA, CO, CT, FL, IL, MA, MD, NJ, NY, TX

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.

Registered States:
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

Jamal joined UBS in 2016 after working for GE Capital for 5 years. While at GE Capital, he
successfully completed GE’s Financial Management Program. After finishing the program,
Jamal joined the Sales and Trading desk for middle market loans in New York City, where
he focused on compliance and trading activity. Jamal was also part of the African-American
Forum while at GE Capital. Upon joining UBS he focused solely on creating goal based and cash
flow plans for high net-worth prospects and clients. From planning a home purchase to preparing
for retirement, he values getting to know clients and making sure they have the right tools in place
to reach their goals. Through this extensive planning process, Jamal is able to help clients identify
and strategize ways to achieve their goals. He does this by aiding clients through managing risk,
gaining insight into their estate planning, and continually utilizing the resources of UBS and the team's
network to provide clients with the services they are seeking. Jamal has earned his Accredited Wealth
Management Advisor(AWMA) designation. He is licensed to sell life and health insurance in New York
State.

Jamal graduated from Middlebury College. He is very involved with his alma mater as he serves
on the Middlebury Alumni Association Board and is a Co-lead of the NYC Middlebury Alumni chapter.
Jamal and his wife, Kaitlyn, reside in Brooklyn, NY.

Registered States:
AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TX, VA, VT, WA

Briana D'Esposito joined the Park Ave Group 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. 

Registered States:
CA, CT, FL, GA, KY, MA, NJ, NY, OR, VA