Wealth advice for your life's goals

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Tony has been providing professional financial advice and wealth management services to individuals and families since 2001.  He joined UBS Financial Services in 2008 after spending nearly 10 years with Merrill Lynch. 

As a Senior Vice President and Senior Portfolio Manager, Tony focuses on corporate executives and customizes solutions based on the unique needs and circumstances of every client.  Tony possesses a strong commitment and passion for the success of his clients and trust is the basis of all his relationships.  With access to the global resources of UBS and 23 years of financial industry experience, Tony has the expertise and proficiencies to deliver sophisticated wealth management solutions and a client experience that consistently exceeds expectations.

Tony enjoys traveling, playing golf, coaching youth ice hockey and spending time with family and friends.  He is married and has three children.

• Forbes Best-in-State Wealth Advisors, 2023, 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, 2023, 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.

• Senior Portfolio Manager

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Brad joined UBS Financial Services in 2008 after 17 years in various roles within the financial services industry. In addition to his 27 years as a Financial Advisor, Brad has worked as an auditor and an accountant. He is responsible for overlaying the vast resources of UBS to each client experience as well as the implementation of strategic and tactical asset allocation strategies.

Brad helps our clients organize their finances, clarify and quantify their financial objectives, develop and implement a financial plan, and monitor progress toward their goals. As a Chartered Retirement Planning Counselor (CRPC®), he has the experience and credentials to help our clients successfully achieve their financial objectives.

Brad is married with four children.  He enjoys traveling, exercising and coaching youth ice hockey.

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

• Chartered Retirement Planning Counselor
• Senior Portfolio Manager

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• CO
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• DC
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• HI
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Brian began his financial services career in 1999 with Datek Online.  For 15 years, he’s held various management and leadership positions with Morgan Stanley and UBS.  In these roles, he was responsible for developing, training and educating financial advisors on investment solutions and client relationship management.  

With a desire and passion to work directly with individual investors and leverage his industry experience, Brian joined the Bellomo & Seamon Wealth Management Group and a Financial Advisor in 2017.  As a Chartered Retirement Planning Counselor (CRPC®) and Accredited Wealth Management Advisor (AWMA®), Brian develops customized financial planning and wealth management solutions to assist high-net-worth clients and their families achieve their life goals.

Brian enjoys attending his daughter’s sporting events and spending time with his family and friends.  He is married and has three daughters.

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

• Chartered Retirement Planning Counselor
• Accredited Wealth Management Advisor℠

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• FL
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With over 14 years of industry experience, Chris takes great pride in the financial planning process and helping clients accomplish their life goals.  After spending six years with Wedbush Securities and E*Trade, he joined UBS in 2013.  With a keen awareness and understanding of the robust resources of the firm, Chris helps his clients identify and prioritize their objectives and develops a financial plan to help achieve them.  He works with institutional clients and high-net-worth individuals and their families.   

Chris has completed the rigorous certification processes and achieved the designations of CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst® and Certified Exit Planning Advisor®.  As a CFP®, CIMA® and CEPA®, Chris possesses profound knowledge and expertise in investment and risk management, income maximization strategies, insurance planning and wealth transfer strategies.

Chris is FINRA-registered and holds the Series 7 and 66 securities designations, as well as licenses for life insurance, health insurance and variable annuities.  He received a Bachelor’s degree in Finance from Purdue University where he graduated with summa cum laude honors.  Chris was born and raised in White Plains, NY and lives with his wife and daughter in Cranford, NJ.  He is an avid Yankees and Giants fan who enjoys traveling, staying active and quality time with family and friends.

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

• Purdue University, B.S. Finance, summa cum laude

• CERTIFIED FINANCIAL PLANNER®
• Certified Investment Management Analyst®
• Certified Exit Planning Advisor

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Ray joined The Bellomo and Seamon Wealth Management Group in May of 2017 after previous roles with the Banking Operations and Wealth Management divisions of Morgan Stanley.  He has over 9 years of financial services experience, and maintains his Series 7 and Series 66 securities licenses.

As the lead Client Service Associate,  Ray manages the banking, administrative and operational processes of the team.  He also works directly with clients to provide proactive service and day-to-day support.  With tremendous pride and focus on the experience of our clients, Ray goes above and beyond to ensure expectations are consistently surpassed.

Ray graduated from The College of New Jersey with magna cum laude honors, earning a Bachelor of Science degree in Business Administration, with a concentration in Finance.  In his spare time, Ray enjoys playing golf, exercising and attending concerts and sporting events – especially Giants and Yankees games.

• The College of New Jersey , B.S. Business Administration, magna cum laude

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Angela began her career in the financial services industry as a Registered Client Associate with Prudential Securities in 1995.  After spending six years with Wells Fargo Advisors, also as a Registered Client Associate, she joined UBS and The Bellomo & Seamon Wealth Management Group in 2022.

With her Series 7 and Series 66 registrations, as well as her Life and Health Insurance licenses, Angela is highly qualified to support our wealth management business.  Her professionalism, competence and industry experience enables her to provide outstanding administrative service to our team and clients.

Angela enjoys traveling, going to the beach, walking and cycling.  She currently resides in Manalapan, NJ with her husband Anthony and two daughters, Gianna and Grace.