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.
Assistant Market Head
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.
Market Administrative Officer
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.
Branch Office Administrator