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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Financial Advisor
Alex began his professional career as a Financial Advisor in 2004 after graduating from Monmouth University with a Bachelor of Science in Finance and Management as well as a Master in Business Administration. Alex has been a member of the team since 2008. He is a member of the Atlantic City Chamber of Commerce, St. Augustine Prep Alumni, Atlantic City BNI Chapter, Hidden Creek Country Club, Linwood Country Club, Absecon/Galloway Rotary Club, and he is involved with several charities. Alex, his wife Julie, their three children and two dogs reside in Absecon, NJ.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Financial Advisor
Alex began his professional career as a Financial Advisor in 2004 after graduating from Monmouth University with a Bachelor of Science in Finance and Management as well as a Master in Business Administration. Alex has been a member of the team since 2008. He is a member of the Atlantic City Chamber of Commerce, St. Augustine Prep Alumni, Atlantic City BNI Chapter, Hidden Creek Country Club, Linwood Country Club, Absecon/Galloway Rotary Club, and he is involved with several charities. Alex, his wife Julie, their three children and two dogs reside in Absecon, NJ.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
