A plan for today, tomorrow and generations to come

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As a Senior Vice President, Wealth Advisor, Portfolio Manager and member of The Atlantic Legacy Group at UBS, Lynn is a seasoned professional with over 39 years of experience. She was one of the original "pioneers" for women in the traditionally male-oriented fields of financial and investment planning. Her passion for understanding her responsibilities for clients has awarded her the opportunity to now represent fourth generation in many of the families Lynn works with today. By concentrating on clients concerns in a highly complex world, Lynn focuses on retirement planning, estate planning, long-term care needs, life cycle planning for legacy intentions, and insurance planning. She understands the importance of a truly customized program designed to meet clients' specific needs.

Lynn graduated with a BS from Thomas Jefferson University (Philadelphia University). She is series 7, 63, 66, and 31 licensed, while also holding licenses in life and health insurance and annuities. In 2017, Lynn was asked to lead UBS' All Bar None NJ/Philadelphia Region Women's Chapter whose mission is to engage, educate and empower employees to promote the professional advancement of women at UBS. Lynn was honored with the UBS Culture Carrier of the Year Award in 2022.She is part of the UBS Americas Diversity, Equity and Inclusion Mentoring Program.

Lynn believes a balanced life is the essence of happiness; therefore, she is devoted to her community volunteer efforts. Lynn believes her participation as Capital Campaign Co-Chair on the Animal Welfare Association's board in South Jersey makes her community a more rewarding place to live and work. Lynn is a beach lover and an avid gardener who enjoys outside landscaping. She has been married to her husband, Harry, for over 42 years. He, their son, Harry, and her new daughter Kate, are her most valuable assets.

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023The 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.
• Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Portfolio Manager
• Wealth Advisor

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Lulu Zappy is a Financial Advisor with The Atlantic Legacy Group at UBS Financial Services and has been in the industry for over a decade. Her focus is on developing strategies and recommendations for business owner and executive clients to help them pursue their short and long-term financial goals. Lulu believes financial planning starts with education. Empowering clients with the knowledge and ability to make sound financial decisions is her biggest accomplishment.

Lulu grew up in Shanghai, China before immigrating to New Jersey in 1999. She graduated from Tulane University’s A.B. Freeman School of Business with dual degrees in Finance and Consumer Behavior. In addition, Lulu is an active member of the CFA Society of Philadelphia and the Tulane Alumni Network. In 2017, Lulu completed the international exams required to become a Chartered Financial Analyst which adds to her Certified Financial Planner™ title of which she earned in 2015. In 2018, Lulu earned the Chartered Life Underwriter designation (CLU®).  She is also a Certified Exit Planning Advisor and Councilmember of The Mid-Atlantic Council for Business Transition and Wealth Preservation.  Lulu holds the Series 7, Series 63, and Series 65 registrations, and is licensed as an agent for life and health insurance. Lulu currently resides in Moorestown, NJ along with her husband Christopher and their two young children, Cooper and Rio. Together, they enjoy traveling and entertaining, as Lulu is an avid home cook.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• Certified Exit Planning Advisor
• CERTIFIED FINANCIAL PLANNER™
• Chartered Financial Analyst®
• Chartered Life Underwriter®

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Jordan Teichman is a Vice President Financial Advisor with The Atlantic Legacy Group at UBS Financial Services. Jordan started her career at Merrill Lynch and transitioned into a Wealth Advisor associate planning role at Morgan Stanley in early 2014. Her goal is to create and actively maintain customized financial and retirement plans for affluent individuals, and families that address the specific needs, wants and goals of future years and generations. The cornerstone of her business is the personal level of service she offers coupled with disciplined investment and risk management.

Jordan is a member of the National Women’s Business Owners of Southern New Jersey, New Jersey Bio Pharma Networking Group, and The First Tee of Greater Phialdelphia. Jordan graduated from St. Joseph’s University with a dual major in Finance and Marketing and she was also Captain of their Division 1 field hockey team. In her spare time Jordan enjoys skiing, golfing and spending time with her family and friends. In 2017 Jordan completed and passed the national exam to become a CERTIFIED FINANCIAL PLANNER™.  Jordan and husband Devon currently reside in Longport, NJ with their sweet dog, Lady.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

Trisha Napolitano is a Senior Client Service Associate with the Atlantic Legacy Group at UBS Financial Services. She earned her Bachelor of Science degree in Business Administration with a concentration in Finance from Seton Hall University. Trish joined our team in 2020 and brings over 15 years of financial services experience .  Her primary responsibilities include managing the daily operations of the clients’ accounts and meeting their needs.  Her execution of the work flow is imperative to keeping the team organized and staying on task.  

Trish resides in Medford, NJ along with her husband, their two children and dog.  When she’s not tending to the needs of her busy on-the-go family, Trish welcomes the quiet time with a good book sitting on the beach.  She and her family enjoy hiking together and spending as much of their summer at the Jersey Shore.  When she’s done at the office or volunteering at her children’s schools, she likes to unwind with a long walk around the neighborhood with her husband.