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Nancy Bernstein Email & Phone Number

Senior Vice President of Wealth Management at UBS at UBS

Location: Bridgewater, New Jersey, United States 3 work roles 1 school

2 phones found area 908 LinkedIn matched

✓ Verified July 2026 4 data sources Profile completeness 86%

Current company

UBS

Role

Senior Vice President of Wealth Management at UBS

Location

Bridgewater, New Jersey, United States

Company size

81377 employees

Who is Nancy Bernstein? Overview

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Quick answer

Nancy Bernstein is listed as Senior Vice President of Wealth Management at UBS at UBS, a with 81377 employees, based in Bridgewater, New Jersey, United States. AeroLeads shows phone signal with area code 908 and a matched LinkedIn profile for Nancy Bernstein.

Nancy Bernstein previously worked as Senior Vice President at UBS Wealth Management at Ubs and Senior Vice President Wealth Management at Morgan Stanley Private Wealth Management. Nancy Bernstein holds Bachelor Of Arts (B.A.) from American University.

Company email context

Email format at UBS

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UBS

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Profile bio

About Nancy Bernstein

Provide Wealth Management Planning for high-net-worth investors. Specialize in tax-advantaged opportunities, asset allocation, retirement planning and long-term investing. Almost 30 years in fixed income and equity market investing for multi-generational as well as new investors looking for security and growth of assets.

Current workplace

Nancy Bernstein's current company

Company context helps verify the profile and gives searchers a useful next step.

Ubs

Senior Vice President of Wealth Management at UBS

zurich, zurich, switzerland

Website

ubs.com

Employees

81377

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Company profile

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3 roles

Nancy Bernstein work experience

A career timeline built from the work history available for this profile.

Senior Vice President At Ubs Wealth Management

Current

Ubs

Sep 2022 - Present

Senior Vice President Wealth Management

Morgan Stanley Private Wealth Management

Pluckemin, Nj

Nov 2011 - Sep 2022

Senior Vice President

Merrill Lynch

Bridgewater, Nj

Senior Wealth Management and Financial Advisor specializing in fixed income and equity markets.

Apr 1998 - Nov 2011

Team & coworkers

Colleagues at UBS

Other employees you can reach at ubs.com. View company contacts for 81377 employees →

Christian Oppliger Colleague at UbsGeneva, Switzerland View → AS

Aires Sérgio João Colleague at UbsLausanne, Vaud, Switzerland View → AR

Archana Rath Colleague at UbsIndia View → TS

Thomas Swindle, Cep, Fge, Ndef Colleague at UbsChapmansboro, Tennessee, United States View → LL

Leo Luca Trapani Colleague at UbsTresa, Ticino, Switzerland View → SS

Stacy Sellitti Colleague at UbsBayonne, New Jersey, United States View → DH

Dominika Hranova Colleague at UbsZurich, Switzerland View → JT

Jolene Tan Colleague at UbsSingapore View → SH

Sterling Hanson Colleague at UbsSalt Lake City, Utah, United States View → CD

Charlie Dukes Jacobsen Colleague at UbsOmaha, Nebraska, United States View →

1 education record

Nancy Bernstein education

American University

Bachelor Of Arts (B.A.)

FAQ

Frequently asked questions about Nancy Bernstein

Quick answers generated from the profile data available on this page.

What company does Nancy Bernstein work for?

Nancy Bernstein works for UBS.

What is Nancy Bernstein's role at UBS?

Nancy Bernstein is listed as Senior Vice President of Wealth Management at UBS at UBS.

What is Nancy Bernstein's phone number?

AeroLeads has found 2 phone signal(s) with area code 908 for Nancy Bernstein at UBS.

Where is Nancy Bernstein based?

Nancy Bernstein is based in Bridgewater, New Jersey, United States while working with UBS.

What companies has Nancy Bernstein worked for?

Nancy Bernstein has worked for Ubs, Morgan Stanley Private Wealth Management, and Merrill Lynch.

Who are Nancy Bernstein's colleagues at UBS?

Nancy Bernstein's colleagues at UBS include Christian Oppliger, Aires Sérgio João, Archana Rath, Thomas Swindle, Cep, Fge, Ndef, and Leo Luca Trapani.

How can I contact Nancy Bernstein?

You can use AeroLeads to view verified contact signals for Nancy Bernstein at UBS, including work email, phone, and LinkedIn data when available.

What schools did Nancy Bernstein attend?

Nancy Bernstein holds Bachelor Of Arts (B.A.) from American University.

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