Merrill
46yrs
Top advisor by experience in Westfield
28yrs
Patrick Giblin
Financial advisor at UBS Financial Services
Patrick Giblin is a fiduciary financial advisor in Westfield, New Jersey, with 28 years in the industry. Patrick joined UBS Financial Services in 2014, after less than a year at Morgan Stanley. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 117 advisors with offices in Westfield, and one of 103 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 21% by experience nationwide
Office109 North Avenue, Westfield, NJ 07090
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowUBS Financial Services Inc.Current firm
- Mar 2014 – Jul 2014Morgan StanleyPreviously
- Jun 2002 – Oct 2002UBS Financial Services Inc.Previously
Contact Patrick
Local office(908) 789-3169Ask for Patrick. (201) 352-3000Main office · Weehawken, NJ 109 North AvenueWestfield, NJ 07090Office · Get directions LinkedIn pageUBS Financial Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Patrick’s local office at (908) 789-3169 or the UBS Financial Services main office at (201) 352-3000, and ask for Patrick Giblin.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1999, about 28 years. Top 21% by experience nationwide.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Wells Fargo Advisors
45yrs
Top 1% by experience nationwide
Merrill
44yrs
Top 1% by experience in New Jersey
Merrill
43yrs
Top 1% by experience in New Jersey
Merrill
43yrs
Top 1% by experience in New Jersey
Merrill
43yrs
Top 1% by experience in New Jersey