Let's move forward. Together.

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • Berkery Headshot

    Joseph Berkery

    Senior Vice President

    Financial Advisor

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    With more than 30 years of experience in the financial services industry, Joe is a skilled financial advisor and investor. He enjoys helping his clients design holistic wealth management strategies and navigate the ever-changing market landscape. Joe offers active management of client portfolios, including asset allocation, stock selection, wealth preservation and transfer strategies. He thrives on the intellectual challenge of investing and prides himself on his tactical awareness of market forces.

    Joe joined the industry in 1986 and spent 33 years at Merrill Lynch before moving to UBS in April 2019. He lives with his wife, Lisa, in Summit, NJ and is the proud father of three grown children. Joe is an avid reader and outdoor enthusiast who enjoys cycling, hiking, skiing and travel.

    At a glance
    – B.A. in business and finance, minor in philosophy, Mount Saint Mary’s College
    – Series 7, 63 and 65 securities licenses
    – Life, health, and variable life and annuity licenses for NJ

    • Forbes Best-in-State Wealth Advisors, 2022, 2023The 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, 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.

        331 Newman Springs Road
        Building 1
        Red Bank, NJ 07701
      • Tomsky Headshot

        Eric M. Tomsky

        Senior Vice President

        Financial Advisor

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        Eric is passionate about his ability to help clients grow*, protect* and transfer their wealth. He has been a financial advisor since 1998, and has earned multiple advanced designations, including the Chartered Retirement Planning CounselorSM, Certified Plan Fiduciary Advisor and Retirement Planning Consultant credentials. Eric focuses on building long-term, multigenerational relationships with his clients. He guides them through retirement income planning, portfolio construction and manager selection, and estate planning strategies that reflect their goals, concerns and risk tolerance.

        Eric began his career as an intern at Merrill Lynch while he was attending St. Peter’s University. He joined Merrill full-time after graduation and moved to UBS in April 2019. As a self-taught musician, Eric has the ability to understand patterns, which has helped him immensely in his investing career. He supports the Ghetto Youths Foundation, which provides assistance and resources to inner city communities across the globe, as well as the Do It for the Love charity, which connects people with the healing power of music.

        At a glance
        – B.S. in business management and economics, St. Peter’s University, Jersey City, NJ
        – Chartered Retirement Planning CounselorSM (CRPC®)
        – Certified Plan Fiduciary Advisor (CPFA)
        – Retirement Planning Consultant (RPC)
        – Series 7 and 66 securities licenses
        – Life, health, and variable life and annuity licenses for NJ

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

            331 Newman Springs Road
            Building 1, 3rd Floor
            Red Bank, NJ 07701
          • Salisberry Headshot

            Tiffanie Salisbury

            Senior Wealth Strategy Associate

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            Tiffanie enjoys helping clients simplify their financial picture while planning for their future. She offers a high level of client service characterized by individual attention, integrity and a willingness to go the extra mile. In her role with BLT Group, Tiffanie focuses on retirement planning, the management of advisory portfolios, performance reporting, ESOP plan management and assisting corporate executives with 10b5-1 plans. Her ultimate goal is to empower clients to make sound long-term decisions.

            After 15 years at Merrill Lynch, Tiffanie joined UBS in 2019. Tiffanie has pursued additional financial education at the College for Financial Planning and completed Duke University’s Fuqua School of Business Leadership Program. She lives in Atlantic Highlands, NJ and enjoys travel, gardening and the outdoors.

            At a glance
            – B.A. in anthropology, Monmouth University
            – Chartered Retirement Planning CounselorSM (CRPC®)
            – Duke University, Fuqua School of Business Leadership Program
            – Series 7 and 66 securities licenses
            – Life, health, and variable life and annuity licenses for NJ

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

                331 Newman Springs Road
                Building 1, 3rd Floor
                Red Bank, NJ 07701
              • Borrusco Headshot

                Danielle Tucker

                Client Associate

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                Danielle is dedicated to providing every client of BLT Group with a high level of personalized service. She has broad experience in solving operational and account administrative issues, as well as handling client inquiries and concerns. In addition, Danielle acts as a liaison between clients and team members. She enjoys being able to help people in a timely and efficient manner, and seeks to exceed their expectations.

                Danielle began her career in financial services at Merrill Lynch, working in lending and operations. She joined BLT Group as a client associate in January 2015, and the team moved to UBS in 2019. Working in both back office and client-facing roles has given Danielle the experience to effectively navigate all aspects of the wealth management business. She lives in Manalapan, NJ with her husband, James, and enjoys spending time with family and friends, traveling as much as possible and making day trips to the Jersey Shore.

                At a glance
                – B.A., Monmouth University
                – Series 7 and 66 securities licenses

                      331 Newman Springs Road
                      Building 1, 3rd Floor
                      Red Bank, NJ 07701
                    Your goals are the starting point

                    Your goals are the starting point

                    We tailor your portfolio to your needs

                    We tailor your portfolio to your needs

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                    UBS Wealth Way

                    Wealth from your point of view

                    An approach that works for your entire financial life
                    Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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