Maria Farhat Tanzola - UBS Financial Services Inc.

Gerard P. Melley is a seasoned First Vice President and Wealth Management Financial Advisor at UBS Financial Services Inc., with over 30 years of experience in the financial services industry, beginning his career in 1987. Based in Belmar, NJ, he specializes in providing sound financial advice to individuals, small businesses, and nonprofit organizations while focusing on their wealth accumulation and protection strategies. His disciplined approach to wealth management involves creating personalized asset allocation and risk management models tailored to his clients' specific needs. Gerry is a graduate of the State University of New York at Albany and holds various financial licenses, including Series 763 and 65, as well as Life and Health Insurance licenses. Generated from the website

Geoffrey M. Mann is a Senior Vice President at UBS Financial Services Inc., specializing in wealth management solutions for high net worth clients since 1986. Based in Belmar, NJ, he serves as a Chief Financial Officer for a select group of families and small business owners, providing independent and objective financial advice tailored to their needs. Committed to face-to-face client interactions, Mann conducts regular meetings to address financial affairs with flexibility and personal attention. His approach incorporates the UBS Wealth Way strategy, focusing on liquidity, longevity, and legacy to help clients organize their financial lives and meet long-term goals. Generated from the website

C&A Financial Group, LLC, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.