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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
