Financial planning for what you want to accomplish

Mountain climbers reaching the summit

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Mountaintop observatory

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Mark Fleming Profile Photo

    Mark Fleming

    Director

    Branch Manager

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    • 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
        1337 Tilton Road
        Northfield, NJ 08225
      • Arlene McDonald Profile Photo

        Arlene McDonald

        Authorized Officer

        Senior Client Associate

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        • 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.

              1337 Tilton Road
              Northfield, NJ 08225
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              Ted Durkin

              Managing Director

              Market Head

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                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.

                      1735 Market
                      Suite #36
                      Philadelphia, PA 19103
                    • Sandy 22

                      Sandy Watson

                      Director

                      Assistant Market Head

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                      • 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.

                            1735 Market Street
                            Mellon Bank Center
                            Philadelphia, PA 19103
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                            John Rufo

                            Director

                            Supervisory Officer

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                            • DE
                            • MD
                            • NJ
                            • NY
                            • PA

                                  1735 Market Street
                                  Mellon Bank Center
                                  Philadelphia, PA 19103
                                • Nancy

                                  Nancy Schultz

                                  Director

                                  Market Administrative Officer

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                                  • DE
                                  • NJ
                                  • PA

                                        501 Fellowship Road
                                        Suite 302
                                        Mt. Laurel, NJ 08054

                                      Connecting you to the deep resources of UBS

                                      By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                                      A national footprint. Local values.

                                      A national footprint. Local values.

                                      Accessing resources. Delivering solutions.

                                      Accessing resources. Delivering solutions.

                                      A team approach

                                      A team approach

                                      Life is unpredictable. Could we be better prepared?

                                      For some of life's questions you're not alone. Together we can find the answer.

                                      With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

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                                      $2.8 trillion

                                      In invested assets globally 
                                      As of 06/30/2022

                                      51 countries

                                      Our global footprint

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