A Relationship You Can Trust.
Our team specifically addresses Wealth Management issues associated with investments, insurance, liabilities, qualified retirement/IRA distribution plans, stock options, business succession planning, gifting and charitable strategies. The BCD group is focused on delivering customized solutions to high net worth families, backed by the strength and resources of UBS Financial Services Inc.
Thomas G. Bishop is a Senior Vice President in Paramus, NJ. A resident of the Kinnelon area for over 12 years, Tom is a graduate of the School of Business at Rider University. Before joining UBS, he was a Financial Advisor at Morgan Stanley and Merrill Lynch for 19 years. Prior to that Tom worked in public accounting as a CPA for five years. He works closely with clients to develop portfolio strategies to help accomplish their goals with the least amount of risk as possible. He also develops strategies to transfer assets during life, or upon death, emphasizing the preservation of family wealth.
CA, CT, DE, FL, ID, IL, MA, MD, NC, NH, NJ, NY, OH, PA, TN, TX, VA
Dawn is responsible for client services for the BCD group. Dawn has been in the financial service industry for nearly 30 years. She came to UBS in 2008 and prior to joining UBS she worked at Morgan Stanley for 16 years.Dawn holds her series 7, 66 and 63 securities licenses.
CA, FL, IL, MA, MN, NJ, NY, PA, VA