Let's move forward. Together.

Bernstein-Rothman

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Nancy Bernstein

    Nancy Bernstein, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KS
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • SC
    • TX
    • VA
    • VT
    • WA
    • WY

    Nancy is a Senior Vice President in the Warren, NJ office. She has been providing financial guidance and investment advice since 1984 after graduating from American University in Washington, D.C. Her long-term client relationships have spanned market cycles and generations.  Along with her team, she delivers a comprehensive approach to wealth management by assessing all financial dynamics and crafting a plan to address each client's individual situation. This encompasses the management of investments, risk, insurance, retirement and other goals, including cash and credit management. Investment vehicles include stocks, bonds, mutual funds, ETFs and other long- and short-term investments suited to achieve overall objectives.

    Nancy has been following the market, learning about stocks, bonds and options since she was a child, from her father, and is pleased to have turned her passion into an avenue to help others with their financial needs.

          184 Liberty Corner Road
          Suite 101
          Warren, NJ 07059
        • Jonathan Rothman

          Jonathan Rothman

          First Vice President–Wealth Management

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • HI
          • IA
          • IL
          • IN
          • KS
          • MA
          • MD
          • ME
          • MI
          • MO
          • MT
          • NC
          • ND
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • PR
          • SC
          • TX
          • VA
          • VT
          • WA
          • WY

          Jonathan began his career at Dahlman Rose & Co., a mid-sized Investment Bank in New York, where he reported directly to the Co-founder & CEO.  In 2011, after the Investment Bank was sold to a private equity firm, Jonathan was asked by the CEO to join him to manage a new venture in private finance.  Jonathan spent the next 5 years managing the operations, finances and investment portfolio of the family office along with several subsidiary companies including an Investor Relations firm, a FINRA licensed Broker Dealer and a Real Estate Development Company. After this successful venture, he decided to take his passion for finance and investments to work as an advisor helping others.

          Jonathan attended Hofstra University on an Academic Scholarship and graduated with a B.B.A. with a concentration in Accounting & Legal Studies.  While attending Hofstra, he was a Division I Varsity wrestler on their nationally-ranked team. Jonathan enjoys free time with his family, highlighted by his wife , son & daughter and resides in Millburn, NJ.

                184 Liberty Corner Road
                Suite 101
                Warren, NJ 07059
              • Marsha Stevens

                Marsha Stevens

                Client Associate

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                • AR
                • AZ
                • CA
                • CO
                • CT
                • DE
                • FL
                • GA
                • HI
                • IA
                • IL
                • IN
                • KS
                • MA
                • MD
                • ME
                • MI
                • MO
                • MT
                • NC
                • ND
                • NH
                • NJ
                • NV
                • OH
                • OR
                • PA
                • PR
                • SC
                • TX
                • VA
                • VT
                • WA
                • WY

                Marsha is a Registered Client Service Associate, with over 25 years in the financial services industry. She is a graduate of Fairleigh Dickinson University with a degree in Marketing. Marsha handles all administrative functions and is committed to providing clients with an exceptional experience through personalized service, attention to detail, and prompt response to administrative issues. Marsha is highly qualified and experienced to handle all administrative, day-to-day and financial operations with personal care. Often the first point of contact, she manages the Bernstein Rosen Group's clients' wide breadth of daily needs, ranging from opening accounts, reviewing statements and assisting with online account access. In her free time she enjoys traveling, reading and yoga. She resides in Somerset, New Jersey with her husband, James and their daughters Jasmine, Joi and Jade.

                      184 Liberty Corner Road
                      Suite 101
                      Warren, NJ 07059

                    The circular economy: What is it?

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    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 ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager