Experience builds trust

Family photos on shelf

Our clients have different circumstances and multiple priorities that require truly customized solutions. We believe we have the range of experience that not only helps them pursue their personal and professional goals, but build trust over time. Here’s why:

  • Disciplined planning. Our methodical planning process enables us to look holistically at your entire wealth picture, anticipate your needs and identify potential risks—before issues arise.
  • Risk-managed solutions. As a team, we each have diverse skill sets. Over the years we’ve navigated many market cycles and understand volatility. We can deliver appropriate solutions for your needs.
  • Transparency. We’ll ensure you clearly understand all the factors that help inform our investing and planning decisions.
  • Collaboration. We coordinate with your professional team of tax advisors and estate and trust attorneys to align our strategies and integrate them into your financial plan.

They say experience is the best teacher. When it comes to delivering real wealth management, our team couldn't agree more.

- Barter Worden Wealth Management

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.

  • Jonathan

    Jonathan Barter

    Managing Director–Wealth Management

    Private Wealth Advisor

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • KY
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA
    • WV

    Jon joined UBS in August 2014, and previously worked at Merrill Lynch for more than 13 years. He has over 25 years of experience in the financial services industry and is an accredited Private Wealth Advisor. Jon joined Merrill Lynch's Wealth Management unit in 2008, and before that worked in Merrill Lynch's Institutional Advisory Division on the equity sales desk for eight years. There, Jon worked primarily with hedge funds and asset managers, assisting them with their investment processes, equity trading and syndicate efforts. Prior to joining Merrill Lynch, Jon was a client relationship manager at Rittenhouse Financial Services, a wholly owned subsidiary of Nuveen Investments, and before that he worked on the fixed-income trading floor at Morgan Stanley. Jon prides himself on putting clients' interests front and center at all times, and draws on his broad array of market experience when managing client assets.  He is licensed to sell life and health insurance in New York State. 

    Jon is a graduate of Villanova University's School of Business, and is a member of the Villanova University Alumni Association's Presidents Club.  Jon currently serves on the Board of Directors for the Fields for Kids in Larchmont, NY and is a past Board Member for the Mamaroneck Youth Hockey Association.  He and his wife, Kathleen, are also active supporters of the The Ursuline School, the Saints John & Paul School, and the Guidance Center of Westchester. Jon resides in Larchmont, New York with his wife Kathleen and their four children.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 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, 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.

      • Private Wealth Advisor
      299 Park Avenue
      New York, NY 10171
    • Mark

      Mark Worden, CRPC, CRPS

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • IL
      • KY
      • MA
      • MD
      • ME
      • MI
      • NC
      • NH
      • NJ
      • NY
      • OH
      • PA
      • RI
      • SC
      • TX
      • VA
      • VT
      • WA
      • WV

      Mark joined UBS in August of 2014, and previously worked at Merrill Lynch for more than a decade. Mark became part of Barter Worden Wealth Management (formerly The Barter Group) in late 2010. Drawing on the global resources of UBS, he develops personalized strategic solutions to address the complex needs of individuals with substantial wealth. Mark offers clients a range of services including portfolio strategies, stock option analysis, retirement planning strategies, hedging strategies for concentrated equity positions, life insurance analysis and a full range of wealth transfer strategies. Mark is licensed to sell life and health insurance in New York State. Mark has earned both his Chartered Retirement Planning Counselor (CRPC) and his Chartered Retirement Plans Specialist (CRPS) designations.

      Mark graduated from the University of South Carolina in Columbia, where he earned a Bachelor's degree in Business. Mark currently serves on the Board of Trustees for Crouse Hospital and is the Chairman of the American Heart Association’s Men Go Red for Central New York. He resides in Manlius, New York, with his wife, Reghan, and their two sons, Cameron and Bradford.

      • 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, 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
        • Chartered Retirement Plans Specialist℠
        440 South Warren Street
        The Galleries, 6th Floor
        Syracuse, NY 13202
      • Michelle

        Michele Backes, AAMS

        Team Administrator

        • image
        • image
        • AL
        • CO
        • CT
        • DC
        • FL
        • GA
        • IL
        • MA
        • ME
        • MI
        • MS
        • NC
        • NH
        • NJ
        • NY
        • OH
        • PA
        • SC
        • VA
        • VT
        • WA

        Michele is integral to the day-to-day operations and organization of the team, and provides support to all account types. Michele directly supports the financial advisors in their work on trusts and estate planning services. She also plays a major role in client onboarding. She earned an Associate's degree in Business from Bryant & Stratton College and resides in Hastings, New York.

            • Accredited Asset Management Specialist
            440 South Warren Street
            The Galleries, 6th Floor
            Syracuse, NY 13202
          • JP Individual Photo

            John O'Hara

            Client Associate

            • image
            • image
            • image

              JP is a new joiner to the team starting full time in June of 2023. JP earned his bachelors degree from Providence college in May of 2022 with a major in finance and minor in accounting. Having interned in the summer of 2022, JP understands how the team operates and has proven to be a valuable asset in assisting daily operations and providing an excellent client experience. 

                    299 Park Avenue
                    New York, NY 10171

                  A focus on personalized access and service

                  Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                  Trusted relationships

                  Because many of our clients lead very busy lives, they trust us to handle their finances while they focus on other priorities.

                  To us, the greater our collaboration with you and each other, the better we can exceed your expectations for service—from attentively responding to your concerns to anticipating issues to keeping you up-to-date with regular portfolio reviews. Whether you’re pursuing a personal, family or business goal, we hope to be your trusted resource for making well-informed decisions. Backed by the vast global resources of UBS, we’ve never been better positioned to help you protect those you love, the success you’ve achieved and the legacy you’ve earned.

                  Tree

                  UBS and Credit Suisse—stronger than ever

                  Prudent Investing

                  Managing wealth is our craft

                  We’re committed to understanding what wealth means for you.

                  At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                  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

                  Insights