Continuity, Advice, Perspective, Experience... We've got you covered.

CenturyPlus Wealth Management Group

With more than a century of combined experience, our team offers the thoughtful perspective and proactive advice each generation of your family needs to help meet their goals. We see ourselves as your financial advocates, providing impactful solutions that will help meet today’s needs and tomorrow’s goals.

Whether you are a fortune 500 executive, a small business owner, a professional athlete, or a retiree, we will relentlessly pursue safeguarding what matters most to you. That’s why financial planning is at the core of our practice. With a multigenerational team spanning five decades, we have the capabilities to help you and your family unlock opportunity, preserve wealth and create continuity for generations to come.

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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.

  • Thomas Janke Profile Photo

    Thomas R. Janke, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • DC
    • DE
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    • IL
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    • NC
    • NH
    • NJ
    • NM
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    • NY
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    A commitment to client success

    Tom loves being able to make a difference in his client’s lives—everything from working with them to provide education funding for a child or grandchild to helping them retire with confidence. He is a Certified Investment Management Analyst (CIMA®) with a deep understanding and extensive experience with financial markets, and a firm belief in a holistic approach to wealth management.  His specialty is investment selection, client service and analyzing market trends.

     Inspired by his grandfather, who, with little more than a high school education, became a successful businessman and philanthropist, Tom started his career in financial services in 1985, three years after graduating Summa Cum Laude from Boston University.  He is proud to lead a team of highly experienced financial advisors with strong intellectual backgrounds, high ethical standards and a commitment to their clients’ successful financial outcomes.

    Credentials that build confidence

    • Certified Investment Management Analyst (CIMA)
    • Series 3, 7, 63 and 65 securities licenses
    • Life and Health Insurance licenses
    • BA in Psychology, Boston University, Summa Cum Laude
    • CA Insurance License - 0M68744

    Outside of UBS
    Tom has served on the Board of the Millersville University
    Foundation and on the Board of Governors of the
    Pyramid Club. He is married to his wife, Lois, has four
    children, three grandchildren, and two rescue dogs. Real
    estate investing, renovating properties and road biking
    are hobbies of his. An advanced-level skier, Tom took up
    heli-skiing eleven years ago, and deeply enjoys being in
    the mountains. He also spends his summers in Margate,
    NJ.

    • 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.

    • Boston University, B.A. Psychology, Summa Cum Laude
    • Certified Investment Management Analyst®
    1735 Market Street
    Mellon Bank Center
    Philadelphia, PA 19103
    thomas.janke@ubs.com
    Thomas R. Janke, CIMA
    1735 Market Street,Philadelphia,PA,19103
  • Matthew Boynton Profile Photo

    Matthew A. Boynton, CFP, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
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    • IN
    • MA
    • MD
    • ME
    • MI
    • MS
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI

    A trustworthy advocate

    Having a great sense of compassion for people and recognizing a societal need for trustworthy advocates, Matthew embarked upon his career in financial services in 1995, joining UBS in 2005.  Among the main reasons he enjoys his work so much are the life-long relationships he develops with his clients and seeing their hopes and dreams fulfilled. 

    As one of the group’s senior partners, he helps provide leadership on multiple facets of the business, including operations, client service, portfolio construction and planning.  A primary focus of Matthew’s is helping transition corporate employees into the retirement phase of their lives.  A CERTIFIED FINANCIAL PLANNER™, Matthew believes in providing a written financial plan for every client and assisting individuals and their families in a way that leads to a path of financial security.

    Credentials that build confidence

    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Planning Counselor (CRPC®)
    • Wealth Advisor
    • Series 7, 31, 63 and 65 securities licenses
    • Life and health insurance licenses
    • B.A. Susquehanna University, Cum Laude
    • CA License #0B64100

    Outside of UBS
    Matt and his wife, Carol, have two adult children, Christian and Olivia. An active member of his church, Matthew also serves as a consultant to the Greater New Jersey United Methodist Church Investment Committee. In his spare time, he enjoys skiing, hiking, fishing and golf, as well as spending time with friends and family at their Lake Naomi home in the Pocono Mountains where he also serves on the home owners association in several capacities.

    • 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.

    • Susquehanna University, B.A., Cum Laude
    • Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Planning Counselor
    1735 Market Street
    Mellon Bank Center
    Philadelphia, PA 19103
    matt.boynton@ubs.com
    Matthew A. Boynton, CFP, CRPC
    1735 Market Street,Philadelphia,PA,19103
  • Robert Hutchinson Profile Photo

    Robert R. Hutchinson, Jr., CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MS
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI

    Knowledge and Experience

    After beginning his career in financial services with Smith Barney in 1999, Rob joined UBS in 2005.  As one of the team's partners, he has proven himself to be a multi-skilled wealth manager who works diligently to create, develop and implement customized portfolios structured to each client’s financial plan.

    Rob finds it rewarding to help clients and their families at different stages of their lives and careers. He is part of a small number of UBS Financial Advisors who have undergone the rigorous trainings to earn the designations of Wealth Advisor and Portfolio Manager. The financial planning strategies he employs include asset management, retirement services, insurance services, corporate executive services, liability management and estate planning.  He also serves as the teams Portfolio Manager for the PMP advisory program.

    Credentials that build confidence

    • Chartered Retirement Planning Counselor (CRPC®)
    • UBS Portfolio Manager
    • UBS Wealth Advisor
    • Series 7, 31 and 66 securities licenses
    • Life and health insurance licenses
    • B.S. East Stroudsburg University
    • CA License #0N05282

    Outside of UBS
    Rob lives in Worcester Township, PA with his wife, Tara, daughter Isla, son Noah and dog, Bailey. He’s a sports fan who enjoys snowboarding, golf and traveling.

    • 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.

    • East Stroudsburg University, B.S.
    • Wealth Advisor
    • Chartered Retirement Planning Counselor
    • Portfolio Manager
    1735 Market Street
    44th floor
    Philadelphia, PA 19103
    rob.hutchinson@ubs.com
    Robert R. Hutchinson, Jr., CRPC
    1735 Market Street,Philadelphia,PA,19103
  • David Marshall Profile Photo

    David C. Marshall, CFP, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MS
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    Skilled financial planning
    David came to UBS in 2005 from Smith Barney. As a partner on the team, his focus is on financial and retirement planning. Rooted in the sincere belief that a lifetime of work should result in a happy and fulfilling retirement, David has prioritized the importance of personalizing each of his client's financial and retirement plans since beginning his career.

    As both a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning Counselor (CRPC®), David is committed to helping hardworking professionals prepare for their future, and hosts numerous educational webinars to prospective and current clients, alike. He has been highly sought after to speak across the firm about financial planning best practices.

    Credentials that build confidence

    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Planning Counselor (CRPC®)
    • UBS Wealth Advisor
    • Series 7, 31 and 66 securities licenses
    • Life and health insurance licenses
    • B.S. in Finance, University of Delaware
    • CA License #0N04113

    Outside of UBS
    David is a life-long Philadelphia area native. When he
    isn't at the office, you can find him hiking, surfing
    snowboarding, and cheering on the Eagles, Phillies,
    Sixers, and Flyers. An avid world traveler, one of David's
    favorite memories is getting lost in the highlands of
    Japan while on an international ski trip. David lives in
    Valley Forge with his wife, Taylor, son Darren, and their
    dog, Miles.

    • 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.

    • University of Delaware, B.S. Finance
    • Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Planning Counselor
    1735 Market Street
    Mellon Bank Center
    Philadelphia, PA 19103
    david.c.marshall@ubs.com
    David C. Marshall, CFP, CRPC
    1735 Market Street,Philadelphia,PA,19103
  • Rudolph Tilotta

    Rudolph M. Tilotta

    First Vice President–Wealth Management

    Financial Advisor

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    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • MS
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    Turning possibilities into a plan

    Rudy joined UBS in 2000 after working 14 years as a Financial Advisor at Smith Barney. He is involved in the daily interactions with both retail and institutional clients to provide personalized advice and service to address their financial goals.

    Credentials that build confidence

    • UBS Portfolio Manager
    • Series 7, 63 and 65 securities licenses
    • Life and health insurance licenses
    • CA Insurance License - 4031323

    Outside of UBS

    Rudy currently resides in Wallingford, Pennsylvania with his wife and enjoys spending time with his family and friends at the Jersey shore.

          1735 Market Street
          Mellon Bank Center
          Philadelphia, PA 19103
          rudolph.tilotta@ubs.com
          Rudolph M. Tilotta
          1735 Market Street,Philadelphia,PA,19103
        • Matthew Tompkins

          Matthew K. Tompkins

          First Vice President–Wealth Management

          Financial Advisor

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          • AL
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          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • ID
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          • NC
          • NH
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          • WA
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          • WV

          Experience and Philosophy

          Matt joined UBS in 2001 after spending 15 years as a Financial Advisor at Smith Barney.  Matt believes a comprehensive approach to wealth management encompassing financial planning, proper asset allocation, and customized investment strategies results in the best client outcomes.

          Credentials that build confidence

          • Series 7, 63, and 65 securities licenses
          • Life insurance license
          • B.A., Washington & Jefferson College
          • M.B.A., College of William & Mary
          • CA Insurance License - 4260904

          Outside of UBS

          Matt resides in Philadelphia and enjoys the many amenities the city has to offer.

                1735 Market Street
                Mellon Bank Center
                Philadelphia, PA 19103
                matthew.tompkins@ubs.com
                Matthew K. Tompkins
                1735 Market Street,Philadelphia,PA,19103
              • Amanda Bagnoli

                Amanda Bagnoli, CFP

                Account Vice President

                Financial Advisor

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                • AL
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                • CO
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                • DC
                • DE
                • FL
                • GA
                • ID
                • IL
                • IN
                • KY
                • MA
                • MD
                • MI
                • MS
                • NC
                • NH
                • NJ
                • NM
                • NY
                • OH
                • OR
                • PA
                • RI
                • SC
                • TX
                • VA
                • VT
                • WA
                • WI
                • WV

                A personal approach to your wealth
                Amanda began her financial services career with Merrill Lynch and joined UBS in 2018. She is passionate about empowering and educating clients about financial matters, and providing guidance that can truly make a difference in their lives. She is also the point person for connecting with our next generation clients.  As a CERTIFIED FINANCIAL PLANNER™, Amanda emphasizes the importance of total portfolio management with a focus on investment analysis, portfolio construction and financial & estate planning.


                Credentials that build confidence

                • CERTIFIED FINANCIAL PLANNER™
                • Series 6, 7 and 66 securities licenses
                • Life insurance license
                • B.A. in Economics, University of Pennsylvania
                • CA Insurance License - 4269236


                Outside of UBS
                Amanda lives in Hoboken, NJ. When she’s not working, she enjoys spending time with family and friends at the Jersey shore and cheering on the New York Giants.

                • 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.

                  • CERTIFIED FINANCIAL PLANNER™
                  1735 Market Street
                  Mellon Bank Center
                  Philadelphia, PA 19103
                  amanda.bagnoli@ubs.com
                  Amanda Bagnoli, CFP
                  1735 Market Street,Philadelphia,PA,19103
                •  John Santoro Profile Photo

                  John M. Santoro

                  Team Administrator

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                  • IL
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                  • MD
                  • NC
                  • NJ
                  • NV
                  • NY
                  • PA
                  • SC
                  • VA

                  Unparalleled experience

                  John began his career at UBS in 2006 after graduation from Drexel University.  He is uniquely qualified having worked in various roles within UBS Wealth Management including our home office in Weehawken, NJ and branch offices of Wilmington, DE and Philadelphia, PA. 

                  As the Team Administrator, John oversees the day to day operations and overall strategy for the team.  His exceptional organizational skills enable him to ensure all client requests and are resolved in a timely manner.

                  Credentials that build confidence

                  • B.S. in Business Administration, Drexel University
                  • Series 7, 9, 10 and 66 securities licenses
                  • Life and health insurance licenses

                  Outside of UBS
                  John lives in Springfield with his wife, Becky, and their two children. In his spare time, he enjoys spending time at the shore with family, cycling, and cheering on the Philadelphia Eagles.

                    • Drexel University, B.S. Business Administration
                      1735 Market Street
                      Mellon Bank Center
                      Philadelphia, PA 19103
                      john.santoro@ubs.com
                      John M. Santoro
                      1735 Market Street,Philadelphia,PA,19103
                    • Jennifer Whipperman

                      Jennifer R. Whipperman

                      Senior Client Associate

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                      • NJ
                      • PA

                      Experience to guide you forward

                      Jennifer is a Senior Registered Client Service Associate with over 20 years experience in the financial services industry.  Prior to joining UBS in 2008, she worked as a compliance examiner at an independent broker-dealer in Scottsdale, AZ.  Jennifer holds the Series 7, 63, and 24 securities licenses.

                      Jennifer handles all administrative functions and is committed to providing clients with an exceptional experience through personalized service and attention to detail.  Her responsibilities include administrative and financial operations, client inquires, account opening and maintenance, trade support, and cash management.

                      Outside of UBS

                      Jennifer lives in Collingswood, NJ and is an avid Philadelphia sports fan. 

                            1735 Market Street
                            Mellon Bank Center
                            Philadelphia, PA 19103
                            jennifer.whipperman@ubs.com
                            Jennifer R. Whipperman
                            1735 Market Street,Philadelphia,PA,19103
                          • Kevin Sullivan Profile Photo

                            Kevin Sullivan

                            Senior Client Associate

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                            • AZ
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                            • DC
                            • DE
                            • FL
                            • GA
                            • HI
                            • IA
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                            • MD
                            • ME
                            • MI
                            • MN
                            • NC
                            • NJ
                            • NV
                            • NY
                            • PA
                            • RI
                            • SC
                            • SD
                            • TX
                            • VA
                            • VT
                            • WI

                            An early passion for helping others
                            Kevin's wealth management career path began when he realized  he had a passion for helping people while working as a bank teller at a Credit Union.  He wanted to combine his knowledge in finance with his interest in client service. After graduating with a BS in Business Management from West Chester University,  he joined Credit Suisse in 2014 as a Service Desk Specialist and later joined UBS as a Registered Client Service Associate in 2017.  Kevin holds the Series 7 and 66 securities licenses.


                            Today, Kevin  is gratified by the multiple opportunities he has to help clients get the answers they need as they pursue their financial goals. He supports all administrative functions for the CenturyPlus Wealth Management Group, concentrating his efforts on account maintenance and client communication. But he finds his greatest satisfaction in building long-lasting, trusting relationships with clients and their families. 

                            Outside of UBS
                            Kevin grew up in the suburbs of Philadelphia (Delaware County) and still resides there today with his wife, Jen. He enjoys sports, with his favorites being hockey and football. Kevin stays active by going to the gym routinely and playing hockey. But what he values most is spending time with family and friends.

                              • West Chester University, B.S. Business Management
                                1735 Market Street
                                Mellon Bank Center
                                Philadelphia, PA 19103
                                kevin-zb.sullivan@ubs.com
                                Kevin Sullivan
                                1735 Market Street,Philadelphia,PA,19103

                              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.

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                              Modern Retirement Monthly

                              Modern Retirement Monthly

                              Traditional or Roth?

                              For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.

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