Orly Elliott - UBS Financial Services Inc.

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.

John McGrath - UBS Financial Services Inc. is a dedicated wealth management firm based in New York, NY. With over 28 years of experience in the financial industry, John McGrath and his team provide quality strategies customized to their clients' needs. They offer a planning-based approach, assisting with estate planning, creating personalized investment portfolios, and working with other advisors to ensure a coordinated and efficient process in pursuit of their clients' financial and legacy objectives. John McGrath and Lisa Angeline, an experienced Investment Associate, have worked together for over 14 years to identify and implement strategies that help their clients realize their financial goals. With a focus on wealth management, multi-generational planning, estate planning, and personalized investment portfolios, they strive to be their clients' primary source of financial advice. Their commitment to quality client service and long-term relationships sets them apart in the industry.Generated from the website