Experience

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

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

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

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