Experience

Joseph W. Berkery, Jr. has been a wealth manager since 1986. He joined UBS in 2019 after a successful 33 year career at Merrill Lynch.  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 market knowledge. He brings a wealth of experience to every financial decision.  He is always searching for the next great idea, eager to share with an eye towards wealth preservation and asset appreciation.  

Joe lives with his wife, Lisa, in Chatham, NJ and is the proud father of three grown children. Joe is an avid reader and outdoor enthusiast who enjoys cycling, hiking, skiing, golf 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

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™SM, 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.  He supports many Veteran related charities that have a mission to raise awareness and increase community support for military, first responders and their families, such as Uncommon Grit Foundation, Armed Forces Brewing Company Foundation and Habitat for Humanity Monmouth County.  He is also passionate about music which has lead him to helping the Ghetto Youths Foundation, which provides assistance and resources to inner city communities across the globe.

At a glance

– B.S. in business management and economics, St. Peter’s University, Jersey City, NJ

– Chartered Retirement Planning Counselor™SM (CRPC®)

– Certified Plan Fiduciary Advisor® (CPFA®)

– Retirement Planning Consultant (RPC)

– Series 7 and 66 securities licenses

Tiffanie enjoys helping clients simplify their financial picture while planning for their future. Tiffanie focuses on goals based retirement planning, holistic wealth management, advisory portfolios and assisting corporate executives with 10b5-1 plans. Her ultimate goal is to empower clients to make sound long-term decisions.

With over 20 years of experience in the financial services industry, Tiffanie joined UBS in 2019 and 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 Monmouth County, NJ and enjoys travel, gardening and the outdoors.

At a glance
– B.A. in anthropology, Monmouth University
– Chartered Retirement Planning Counselor™SM (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

Danielle is committed to delivering an exceptional client experience through personalized service, responsiveness, and attention to detail. As a Senior Registered Client Associate with BLT Group, she serves as a trusted resource for clients, helping them navigate account servicing needs, operational matters, and day-to-day inquiries with efficiency and care. Danielle works closely with both clients and team members to ensure seamless communication and a high level of support, always striving to exceed expectations.

Danielle began her career in financial services at Merrill Lynch, where she held roles in lending and operations. She joined BLT Group in 2015,and transitioned with the team to UBS in 2019. Her experience in both back-office operations and client-facing positions has provided her with a comprehensive understanding of the wealth management industry, allowing her to effectively assist clients and contribute to the team's success.

Danielle lives in Manalapan, New Jersey, with her husband, James, and their two daughters. Outside of the office, she enjoys spending time with family and friends and traveling.

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

Victoria joined the Donnelly BLT Group in February 2025.  She has been in the financial services industry since June 1990 & joined UBS in 2013.

In her current role as Wealth Management Associate, Victoria enjoys helping clients reach their financial goals by building trust and relationships and plays a key role in assisting our clients with their daily operational and account service needs.  Her extensive knowledge of processes and the ease with which she walks client through the step of account-opening, cash management, reporting and online services make her an invaluable partner.

She lives in The Colony, Texas with her husband Todd.  In her free time, Victoria enjoys hosting friends and family gatherings as well as spending time with her four grandchildren.

Julia is passionate about delivering outstanding, tailored service to every client at BLT Group. With a strong background in supporting account operations and administrative matters, she thoughtfully addresses client needs and resolves issues with a high level of care and attention to detail. She prioritizes clear, consistent communication to ensure clients feel informed, supported, and confident throughout their experience. Julia takes pride in being responsive and dependable, always striving to exceed expectations and provide meaningful support. 

Prior to joining UBS, Julia began her career as a recruiter where she specialized in the Accounting and Finance sector. In 2022, she transitioned to Goldman Sachs as a Senior Analyst in the Private Wealth Management Division. She currently resides in Toms River, NJ with her fiancé and enjoys spending time with family and friends, as well as boating during the summer.

At a glance

– B.S. in Allied Health, University of Tampa

– Series 7 and 63 securities licenses