Beekman Place Associates - UBS Financial Services

Thomas J. McKelvey, CFP is a Senior Vice President Wealth Management Financial Advisor at UBS Financial Services Inc. in New York City. With over 35 years of industry experience, he specializes in providing highly personalized wealth management services to high net worth individuals, families, professionals, and businesses across the United States. Thomas offers a customized approach to wealth management, focusing on personal relationships and understanding the unique needs and aspirations of his clients. He provides a range of services, including retirement and investment planning, asset allocation, and financial planning. Thomas holds an MBA in Banking and Finance from Adelphi University and a BS in Business Economics from North Dakota State University. He is a Certified Financial Planner and has previously worked at Smith Barney and Citigroup. Outside of work, Thomas enjoys golfing, boating, and travel, and resides in Bayport, NY with his wife and two daughters.Generated from the website

Jorge Arias - UBS Financial Services Inc. is a reputable wealth management firm based in New York, NY. With a focus on putting their clients' best interests first, they prioritize integrity, prudence, and accessibility in their financial advocacy. Their team of experienced professionals takes the time to understand their clients' needs, priorities, and concerns, providing finely crafted financial advice tailored to individual goals. Backed by the strength of UBS, a global leader in wealth management with $3.9 trillion in invested assets globally, Jorge Arias - UBS Financial Services Inc. offers investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. With a global footprint spanning 51 countries, they have a proven track record of guiding clients through various financial challenges and market opportunities, making them a trusted partner in managing wealth.Generated from the website

Visit our office today located in New York, NY. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.