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

    Financial Advisor

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    • AL
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • 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, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

        299 Park Avenue
        New York, NY 10171
      • Mark

        Mark Worden

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IL
        • IN
        • 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, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

            440 South Warren Street
            The Galleries, 6th Floor
            Syracuse, NY 13202
          • Michelle

            Michele Backes

            Team Administrator

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            • 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
              • Michelle

                Thomas Lynett

                Senior Wealth Strategy Associate

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                • AL
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                • GA
                • IL
                • MA
                • ME
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                • NC
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                • NY
                • OH
                • PA
                • SC
                • VA
                • VT

                Tommy joined The Barter Group in early 2012, and UBS Financial Services in 2014. Tommy is a graduate of Colgate University, and joined the Merrill Lynch shortly after graduation. Since then, Tommy has become an invaluable member of the client service team, handling many of our largest relationships. Tommy works tirelessly to provide our clients with a the best service possible.

                    • Chartered Retirement Plans Specialist℠
                    299 Park Avenue
                    New York, NY 10171
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                    Victoria Carnright

                    Client Associate

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                      Victoria joined the Barter Group as a Client Service Associate in early 2022. In her role, Victoria assists in the daily business activities of the team and manages client relationships, with a focus on helping to provide the best client experience possible. She began her career in the financial service industry in 2019.

                      Prior to UBS, she joined Northwestern Mutual where she worked alongside financial advisors and leveraged her financial industry expertise to build and grow relationships with private clients.

                      Victoria graduated from Dickinson College, where she earned a Bachelor of Arts degree in International Business and Management and played Club Soccer. She currently resides in New York, NY.

                            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.

                          Multigenerational planning

                          Prudent Investing

                          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

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