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

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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®

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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

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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

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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

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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.

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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.

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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™

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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

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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. 

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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