Transition your business. Plan for life.

• AL
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IA
• IL
• IN
• MA
• MD
• ME
• MI
• MO
• NC
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• PA
• RI
• SC
• TN
• TX
• VA
• VT
• WA
• WY

Tristan focuses on financial planning and investment management for the high net worth and ultra high net worth clients of the team. Prior to joining UBS in 2011, he was a Financial Advisor and Business Development Associate with J.P. Morgan Securities. From 2005 to 2010, Tristan obtained operational and client relations experience serving in a variety of roles at Smith Barney. Tristan earned a bachelor’s degree in economics and business from Lafayette College in 2005, and in July 2012, he attained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Tristan, his wife and three children live in Westchester County, NY, where they proudly support the Westchester SPCA, Inc.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The 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, 2024, 2025The 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.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Private Wealth Advisor
• CERTIFIED FINANCIAL PLANNER
• Certified Exit Planning Advisor
• Portfolio Manager

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IL
• IN
• LA
• MA
• MD
• ME
• MI
• MO
• MS
• NC
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• PA
• PR
• RI
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WV
• WY

Steven Williams, Wealth Strategy Associate, joined UBS in 2022. Steven is a member of the Cooper Wealth Management Group, responsible for Equity and Fixed Income analysis and trading for the team's Private Wealth clients. Prior to UBS, Steven worked for Neuberger Berman and Goldman Sachs. Steven earned a BA in Economics with a minor in Psychology from Rutgers University and currently holds his Series 7 and Series 66 securities licenses. Steven resides in New Providence, NJ with his wife and two children.

• Certified Exit Planning Advisor

• AL
• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• IL
• MA
• MD
• MI
• MO
• NC
• NH
• NJ
• NV
• NY
• PA
• SC
• TN
• TX
• VA
• WA

Debbie focuses on client service and overseeing the team’s operational administration, as well as assisting with marketing and client performance reporting. She is a 30-year veteran of the financial services industry and is committed to delivering an exceptional client service experience. Debbie has developed a unique skill set that ensures her success in problem-solving, earning the trust of clients and fulfilling clients’ administrative needs. She holds the Series 3, 7 and 66 securities licenses, and is a graduate of the University of Vermont. Debbie lives in Montville, NJ with her husband, and has two grown children.

• CT
• FL
• NC
• NJ
• NY

Kelle focuses on client service and provides operational and administrative support to the team's financial advisors. Kelle has over 25 years of experience in the Financial Services Industry. Before joining Cooper Wealth Management Group, Kelle spent 20 years at Goldman Capital Management Inc., a NYC based Independent Registered Investment Advisor and Hedge Fund, working directly for the Portfolio Manager/Company President. She currently maintains her series 7, 63, 66, 9, and 10 securities licenses. Kelle is a graduate of St. Bonaventure University and lives in Summit, NJ with her two children.