Experience

Makes all the difference

Our team distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.

Arthur W. Bartholomew III, CFP, CRPS

Senior Vice President–Wealth Management

Financial Advisor

Arthur W. Bartholomew, III is a First Vice President-Wealth Management and senior team member of the Bartholomew Wealth Management Group (BWMG) at UBS Financial Services in Conshohocken, PA. BWMG advises individuals, families and corporate retirement plans. Our focus is on teaching clients how to define their financial goals and help them chart a course to achieve those goals. The biggest challenge and our primary role is to encourage rational thinking and behavior during the inevitable emotional movements that are part of investing. We gain satisfaction from working with our clients over decades and guiding them through the turbulence of life.

Art earned a bachelor's degree in history from Cornell University where he played varsity basketball. He went on to coach basketball at both Villanova University and La Salle College where both programs played in the NCAA tournament during his tenure.

In 1980 he began his financial services career with Mosely Hallgarten Eastbrook and Weeden.  The majority of his career covering 22 years was spent at Smith Barney/ Morgan Stanley before joining UBS Financial Services in November 2013. To better serve his clients Art has achieved the Certified Financial Planner designation and is also a Chartered Retirement Plans Specialist. He serves on the board of directors of the Friends of the Upper Delaware River, an environmental organization. He is an avid fly fisherman and goose hunter.

Married to his wife of 38 years Pamela Burtis Bartholomew, they reside in Swarthmore, Pennsylvania. Pam and Art have three grown sons.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA
  • VT
  • WA
101 West Elm Street
Suite 200
Conshohocken, PA 19428

Email Me

arthur.bartholomew@ubs.com
Arthur W. Bartholomew III, CFP, CRPS
101 West Elm Street,Conshohocken,PA,19428

Jeffrey King

Vice President–Wealth Management

Financial Advisor

Jeffrey P. King is a Financial Advisor and Portfolio Manager with the Bartholomew Wealth Management Group at UBS Financial Services, Inc. Jeffrey received his B.S. in Business Administration with a concentration in Finance from West Chester University.  Jeffrey started his career as a financial planning analyst and regional tech trainer at Smith Barney in 2005.  He worked with multiple advisors to help clients formulate a financial plan for their distinctive needs.  In 2009 he partnered up with Arthur forming the Bartholomew Wealth Management Group where the team now manages over 300 million in assets. 

Jeffrey currently resides with his wife Amy and two children, in Villanova, PA.  HIs passions include fitness, hockey, skiing, and hiking.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MN
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA
  • VT
  • WA
101 West Elm Street
Suite 200
Conshohocken, PA 19428

Email Me

jeffrey.p.king@ubs.com
Jeffrey King
101 West Elm Street,Conshohocken,PA,19428

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