An experienced and committed team

California insurance license no. 0M26791.

Kenneth Angelo has over 35 years of experience as a financial advisor, and is dedicated to helping his clients build, manage, and protect their assets. Ken has built his many long-term client relationships through his strong sense of integrity, deep knowledge of investment markets, and dedication to client service. His goal is to understand each client’s unique financial situation in order to guide them through major life changes and help them build wealth to meet their future life goals.

Before starting his career in financial services, Ken worked as an engineer, having received his Bachelor of Science in Engineering from Fairleigh Dickinson University. He brings that problem-solving ability to his work as a financial advisor and portfolio manager at UBS Financial Services, which he joined in 2009.

Ken holds FINRA Series 7, 31, and 63 securities licenses, and he also holds variable annuity and variable life and health insurance licenses.

Ken is an avid hiker and gardener who loves hardscaping rock walls. He and his wife Dorinda currently reside in Mahwah, where Ken spent many years on the Board of Education and coached youth soccer for fifteen years. Ken and Dory enjoy spending time with their two grown daughters and extended family.

Michael Stevens began his career in financial services in 2015 and joined UBS as a Financial Advisor in 2017. Drawing on years of experience navigating financial markets and helping clients manage their wealth, Mike works closely with individuals and families to pursue their goals around liquidity, longevity, and legacy.

Mike specializes in developing comprehensive financial plans that extend well beyond investments, with a particular focus on helping small business owners address succession and exit planning needs. He is committed to simplifying complex financial decisions and transforming them into clear and actionable strategies. At the center of his approach is a dedication to exceptional client service and long-term relationships.

Mike earned a Bachelor of Science in Finance from the University of Delaware. He completed his CFP® education through the Northwestern University School of Professional Studies and earned the Certified Exit Planning Advisor® (CEPA®) designation. In addition, he holds FINRA Series 7 and 66 securities licenses, along with Life, Health, and Variable Life and Health insurance licenses.

Outside of the office, Mike enjoys staying active through playing sports, traveling, exploring new foods, and spending time with family. Mike and his wife, Alyssa, reside in Ridgewood, New Jersey, with their two sons.

With over 25 years of experience in the Financial Services Industry, Sharon brings a deep knowledge to the team and their clients. Sharon’s experience helps her have a strong understanding of the firm and how to use the resources to benefit the individuals and families that she serves. 

Sharon graduated from Manhattanville College and holds her FINRA Series 7 and 66 licenses, as well as her New Jersey Health and Life Insurance licenses.

Sharon is an active member of St. Joseph's Church in Oradell, NJ, where she is the co-director of lectors. Sharon also enjoys spending time with her family, reading, supporting her favorite football teams (the NY Giants and Notre Dame), and the outdoors. She currently resides in Bergenfield, NJ with her husband and son.

Jessica Sheeran joined UBS and the Angelo & Swanson Financial Group in 2019, where she supports the team with client services and marketing. Jessica graduated summa cum laude from Marymount College Tarrytown with a BA in Studio Art, and has worked as a graphic designer for twenty-five years prior to joining the financial services industry. She brings an attention to detail and a strong sense of integrity to all aspects of her work.

In her free time, Jessica enjoys movie nights with her family, visiting museums, hiking, and birding. She is also an avid genealogist who has been researching her family history for twenty years. She resides in Bergen County with her husband and daughter.