Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.


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.

  • Steven Kalodner Profile Photo

    Steven A. Kalodner

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KY
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WV
    • WY

    Steven was born and raised in Northeast Philadelphia. The son of two teachers who instilled upon him education, hard work, integrity, and honesty. He began his career in 1986 after graduating from the Pennsylvania State University with a Bachelor of Science degree in Finance.  Over the past 30 years he has helped client's manage their wealth throughout good times and bad.  Steven believes that wealth is built over a long period of time and there are no short cuts, that is why accessibility and communication are so important and why he is available by phone, email and face to face nearly every day.  Steven holds the title of Senior Vice President- Wealth Management, Portfolio Manager and Wealth Advisor.

    Steven and his wife Jodi enjoy traveling and spending time with their three children, Nicole, Brooke, and Dylan.

      • Pennsylvania State University, Bachelor of Science Degree in Finance
      • Portfolio Manager
      • Wealth Advisor
      501 Fellowship Road
      Suite 302
      Mount Laurel , NJ 08054
    • Mark Fleming Profile Photo

      Mark Fleming


      Service Delivery Manager

      • image
      • image
      • image
      • FL
      • NJ

      Mark received a Bachelor of Arts in Economics from Rowan University in 2000.  He entered the Financial Services industry in 2000 at Pershing, LLC. in Jersey City, NJ.  In 2003 he joined Waddell and Reed, as a Financial Advisor.  He then worked for Merrill Lynch as a Financial Advisor and later as a sales manager at the Financial Advisory Center in Hopewell, NJ.  Mark joined UBS Financial Services in 2008 as a Complex Administrative Manager in Princeton, NJ.  He now serves as the Branch Manager of the Northfield, NJ Office and a Financial Advisor with Apex Wealth Management.

      He currently holds his FINRA series 7, 66, 9/10 in addition to his NJ life and Health Insurance licenses.  He is married to wife Karen and lives in Mt. Laurel, NJ with their daughters Addison and Kathryn.  In his spare time he enjoys spending time with his family, fishing and cycling.

        • Rowan University, Bachelor of Arts in Economics
          1337 Tilton Road
          Northfield, NJ 08225
        • Sheila Dixon Profile Photo

          Sheila Dixon

          Wealth Management Associate

          • image
          • image
          • DE
          • FL
          • NJ
          • PA

          Sheila's career began in 1980, in Santa Ana California. In the course of her career, Sheila has worked in various capacities from branch wire operator to administrative manager. Sheila attended University of Phoenix and received her Bachelor of Science in Management. In addition, Sheila maintains her Series 7,63 and 65 registrations and insurance license.

          Sheila provides full administrative and operational support to our clients. She communicates regularly with clients and is available to assist with many questions. Sheila's primary focus is to provide our clients and team members' responsive and accurate support.

          Sheila lives in Willow Grove Pennsylvania nd enjoys reading, traveling, line dancing, and spending time with her husband Ron.

            • University of Phoenix, Bachelor of Science in Management
              501 Fellowship Road
              Suite 302
              Mt. Laurel, NJ 08054

            Focus on liquidity management

            CIO House View monthly livestream


            UBS and Credit Suisse—stronger than ever

            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

            Backed by the strength of UBS

            A global leader in wealth management

            $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