Financial planning for what you want to accomplish

• DE
• FL
• GA
• MA
• MD
• MS
• NJ
• NY
• PA
• SC

After receiving a Bachelor of Arts in Economics from Rowan University in 2000, I started my career in financial services, holding positions of Financial Advisor, Sales Manager, Complex Administrative Manager, and currently as Branch Manager. My #1 priority is to create a culture where people are energized, productive, and most importantly, happy to come to work every day.  I am known for cutting through red tape so my advisors and team associates can focus on what they do best, helping clients achieve their personal and financial goals.

My wife Karen, along with our two daughters, Addison, and Kathryn, live in Mt. Laurel, NJ. In our free time we enjoy taking trips in our RV, hiking, and the Jersey shore.  

• Rowan University , Bachelor of Arts in Economics

• NJ

Arlene began her career at PaineWebber in January of 1989 after relocating from Ireland. She spent the next 20 plus years as the Operations Manager for the Southern NJ office. She is now the Branch Office Administrator, responsible for Human Resources Processing, Technology, and Branch Finances. She also assists with general administration and supervisory functions. Her licenses include the series 7, 66, 9, 10, and NJ Life and Health Insurance.

In her free time she enjoys reading, traditional Irish music and dance, cooking & long walks on the beach. Arlene resides in Egg Harbor Township.

A guy named Jack Armstrong gave me a shot in 1994 hiring me directly out of college to become a Financial Advisor with Merrill Lynch in the World Financial Center, NYC.

Over the next twenty years I held numerous positions with Merrill Lynch. In April 2000 I transitioned from Financial Advisor to a career in Leadership. Those roles included: Regional Sales Manager in Washington, DC (2000-2002), Complex Director in Norfolk, VA (2002-2005), Managing Director for Philadelphia Complex (2005-20011), and PA/Delaware Markets, Head of the Affluent Segment for ML (2001-2014). In 2015 I had the great fortune to join UBS running the Philadelphia/ South Jersey Complex. Today, I am the Market Head for the Pennsylvania Southern New Jersey Market.

I currently sit on the board of The Forum of Executive Women and am part of the Diversity Equity and Inclusion Committee of the Philadelphia Chamber of Commerce.

My biggest stroke of luck, Meg saying yes in 1998. Meg and I were college sweethearts at Lehigh University. We just celebrated our twenty-third wedding anniversary. Our greatest treasure – our three girls: Mollie, Claire, and Cece. We live just outside Philadelphia and are active in our community. Spending time with our girls, especially at the shore is a major passion.

• CA
• CT
• FL
• MA
• NY
• PA

Sandy is an Assistant Market Head in the Pennsylvania Southern New Jersey Market and has been a member of the leadership team since 2012.   

Sandy began her career in Wealth Management just over 25 years ago working with Financial Advisor Teams and their clients.  She continued to advance in her career over the years and made the decision to move to UBS in 2009, and in 2012 accepted the opportunity to join the Greater Philadelphia Complex Management Team, now the Pennsylvania Southern New Jersey Market Management Team.  

Being a Philadelphia native has kept Sandy close to home and she currently resides in the suburbs of Philadelphia with her husband Eric. They like to travel and spend time with family and friends, not only at their home but during the summer at their beach house in New Jersey.

• DE
• MD
• NJ
• NY
• PA

• DE
• NJ
• PA