Lasting relationships. For all that matters

Retirement couple holding surfboards

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

Two people cleaning beach

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.

  • Ted HS 2022

    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, the board of the Philadelphia Chamber of Commerce and the board for Germantown Academy. I am also a member 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
          • SW 22

            Sandy Watson

            Director

            Assistant Market Head

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            • 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
                • Nancy HS

                  Nancy Schultz

                  Director

                  Market Administrative Officer

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                  • DE
                  • MD
                  • NC
                  • NJ
                  • PA
                  • SC
                  • VA

                  With over 35 years of industry experience, and 8 years here at UBS, Nancy brings a wealth of experience, dedication and a passion for what she does.  In her role, she serves as an advocate and partner to the financial advisors and team associates that deliver complete wealth management for our clients as well as supporting the team associates in their growth, performance and career path within the industry and with UBS.

                  Prior to the joining UBS, Nancy worked for Smith Barney / Morgan Stanley for 20+ years in many roles such as Client Service Associate, Operations Manager as well as Admin Manager.    

                  Nancy and her husband Thomas live in Southern NJ and have 2 children, Thomas & Caitlyn, a daughter-in-law Cynthia and a beautiful granddaughter Penelope Harper.

                  She enjoys spending time with her family at home as well as summers at the Jersey Shore.

                        501 Fellowship Road
                        Suite 302
                        Mt. Laurel, NJ 08054
                      • Rufo HS 22

                        John Rufo

                        Director

                        Supervisory Officer

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                        • DE
                        • MD
                        • NJ
                        • NY
                        • PA

                              1735 Market Street
                              Mellon Bank Center
                              Philadelphia, PA 19103
                            • M Bento 22

                              MacKenzie Bento

                              Branch Office Administrator

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                                      1735 Market Street
                                      Mellon Bank Center
                                      Philadelphia, PA 19103

                                    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 team approach

                                    A national footprint. Local values.

                                    Accessing resources. Delivering solutions.

                                    Global Visionaries

                                    Who we work with

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                                    What's your vision?

                                    We can help you bring your vision to life.

                                    Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

                                    Backed by the strength of UBS

                                    A global leader in wealth management

                                    $3.9 trillion

                                    In invested assets globally 
                                    As of 12/31/2022

                                    Global leader

                                    UBS is a world-leading wealth manager

                                    #1

                                    For Ultra-High Net Worth clients

                                    Euromoney Private Banking and Wealth Management Survey, 2016-2020

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