Your goals. Our comprehensive plan.

We understand the complicated dynamics that come with financial success—trust, transparency and an authentic relationship with your Advisor is essential. There’s no substitute for the confidence that comes with knowing that you’ve chosen a team that is committed to providing unbiased advice and insightful solutions.

We are passionate about learning about you, your family and your values. Our level of service, accountability and client education can help empower you to make informed financial decisions for today, tomorrow and the generations to come.

Why choose to work with us:

  • Everything starts with a plan. We listen closely and develop a financial and retirement plan that drives your custom investment strategy
  • As a multigenerational team, we have the experience and perspective to offer financial education insights specific to each generation
  • We have successfully built long-lasting relationships by offering ongoing and consistent communication that helps build trust
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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Ron Zeitz

    Ronald Zeitz

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    Insights grounded in experience

    For over nearly 25 years in financial services, Ron has been singularly dedicated to the well-being of his clients. An early advocate of financial planning, Ron has always believed a comprehensive, goals-based plan is the best way to build confidence and drive a long-term investment strategy. He and his team are focused on helping to maintain the quality of their clients’ lives by never losing sight of what really matters to them.

    Prior to becoming a Financial Advisor, Ron was an entrepreneur and built several businesses in manufacturing and real estate. He brings this broad experience to developing investment strategies tailored to each client’s goals. Beyond his deep understanding of the markets, he looks holistically at his clients’ financial picture to understand the right investment mix for their unique situation. This includes estate planning strategies, risk and debt analyses and the inclusion of real estate holdings. 

    With the right plan in place, Ron feels great satisfaction knowing he has helped his clients bring order to their investments and simplify their entire lives. 

    Dedication born of adversity

    Through his entrepreneurial ventures, Ron developed a keen understanding of risk and a businessman’s ability to think innovatively. He earned a B.S. in business administration from Rutgers University and started out in investment research but soon branched out into his own businesses. 

    As a young man, Ron was diagnosed with chronic Crohn’s disease. With a bleak prognosis from his doctors, Ron decided that instead of treating his condition solely with drugs, he would educate himself about nutrition and exercise. The experience also deepened his faith. Now, 43 years later, Ron is going strong and credits the experience with not only honing his ability to innovate for his clients but with giving him the faith and compassion to help his clients meet all the twists and turns they face in life.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        501 Fellowship Road
        Suite 302
        Mt. Laurel, NJ 08054
        ronald.zeitz@ubs.com
        Ronald Zeitz
        501 Fellowship Road,Mt. Laurel,NJ,08054
      • Jamie 22

        Jamie Cohen

        Financial Advisor

        Chartered Financial Consultant

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • ID
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI
        • WV

        As a legacy team member, Jamie has been in the industry for over 6 years, learning from her father, Ronald Zeitz. She plays an integral role with the team by building current and future client relationships. Jamie works alongside clients to identify their goals, analyze their cash flow and develop long-term financial retirement plans. Each plan is developed with the client’s specific needs in mind. Jamie also manages the team’s educational seminars and marketing events.  

        In her spare time, enjoys cooking with her husband, Phil, bike rides with her son and spending time with friends and extended family.

        Jamie hold the Series 7 and 66 securities licenses and has a B.A. in business from Messiah College.

            • Chartered Financial Consultant
            501 Fellowship Road
            Suite 302
            Mt. Laurel, NJ 08054
            jamie.zeitz-cohen@ubs.com
            Jamie Cohen
            501 Fellowship Road,Mt. Laurel,NJ,08054
          • Dave

            David Krilov

            Client Associate

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            • AK
            • AL
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • ID
            • IL
            • IN
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MS
            • NC
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • PR
            • RI
            • SC
            • TN
            • TX
            • VA
            • WA
            • WI
            • WV

              • University of Delaware, Bachelor of Arts: 1997 - 2001
              • Liberty University, Masters: 2005 - 2007
              • Alliance University, Doctorate of Ministry in Global Leadership: 2020 - 2023
                501 Fellowship Road
                Suite 302
                Mt. Laurel, NJ 08054
                david.krilov@ubs.com
                David Krilov
                501 Fellowship Road,Mt. Laurel,NJ,08054
              • Patty 22

                Patricia "Patty" Ford

                Client Associate

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                  Patty has spent the better part of her career in customer service and finds talking with people the most enjoyable part of the job. You will find she is happy to learn about you and what matters to you and your family. Patty is instrumental to the team by providing operational and administrative support. When you call, you may have the pleasure of chatting with her.

                  Patty has the joy of 4 grandchildren in her life. She enjoys visiting Cape Cod for summer vacations and during her spare time you will find Patty creatively creating quilts.

                        501 Fellowship Road
                        Suite 302
                        Mt. Laurel, NJ 08054
                        patricia.ford@ubs.com
                        Patricia "Patty" Ford
                        501 Fellowship Road,Mt. Laurel,NJ,08054

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