Alpha Legacy Wealth Management - UBS Financial Services Inc.

Joseph Lauricella is a Managing Director of Wealth Management at UBS Financial Services Inc., located in Red Bank, NJ. He holds the designation of Chartered Retirement Planning Counselor and specializes in customized financial planning for high-net-worth individuals, including professional athletes and entertainers. With a minimum investment requirement of $10,000,000, Lauricella offers comprehensive services that encompass estate planning, legacy planning, and philanthropy strategies. Leveraging UBS's extensive global resources, he is dedicated to helping clients navigate complex financial landscapes and achieve their personal financial objectives. Generated from the website

Frank Condon, CFP - UBS Financial Services Inc. is a highly experienced wealth management firm located in Red Bank, NJ. With over 26 years in the financial services industry, Frank Condon and his team provide personalized and comprehensive wealth management services to help clients achieve their financial goals and dreams. Leveraging their extensive experience and access to global resources, they tailor financial solutions to meet the unique needs of individuals, families, and businesses. As a Senior Vice President and Certified Financial Planner, Frank Condon brings a wealth of knowledge and expertise to his clients. He graduated from Cornell University with dual Bachelors of Arts degrees in Economics and Government and has been recognized as one of Forbes Best-in-State Wealth Advisors for multiple years. Frank and his team are dedicated to helping clients embrace and prepare for their financial future, ensuring that they stay on track with the right financial advice.Generated from the website

Steven Rothman, CFP - UBS Financial Services Inc. is a leading wealth management firm based in Red Bank, NJ. With a focus on understanding clients' priorities and concerns, their team of experts works collaboratively to help individuals confidently pursue their life goals. Recognized for their excellence in the industry, Steven Steve Rothman, CFP has been named among Barron's Top 1,200 Financial Advisors and Forbes Best-in-State Wealth Advisors multiple times. Backed by the strength of UBS, a global leader in wealth management with $3.9 trillion in invested assets globally, Steven Rothman, CFP offers investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. Their commitment to crafting finely tailored financial advice and their proven track record of guiding clients through various financial challenges make them a trusted partner in managing wealth.Generated from the website