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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.

International Space Station

Alexander Clark

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.
 

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

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

  • Bachelor of Science in Finance and Management, Monmouth University
  • Master in Business Administration, Monmouth University

Credentials

  • Chartered Retirement Planning Counselor
1337 Tilton Road
Northfield, NJ 08225
  • (609) 677-2274

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

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