Experience

I have always prided myself on carefully listening to my clients' needs, concerns and expectations, and then providing appropriate solutions. Ongoing communication is essential to long term success. I am one of a select number of Financial Advisors at UBS Financial Services, Inc. that have earned the designation of Wealth Advisor. Only Financial Advisors who have significant experience and who have completed a rigorous educational accreditation program are awarded the Weath Advisor designation. My clients are primarily successful business people, professionals and retirees.

As a Financial Advisor and UBS accredited Wealth Advisor, Jonathan is a firm believer in diversification and asset allocation. He works predominately with families, small businesses, and non-profits by providing advice, investment guidance, and holistic planning services. In his 36 years as an Advisor, Jonathan has successfully navigated his clients through countless market cycles and garnered the experience and expertise necessary to aide his clients in achieving the goals they strive to meet.

Jonathan began his career as an Advisor in 1983 with Smith Barney, later joining UBS in 2008. He is a 1976 graduate of Emory University and native of Baltimore, Maryland. He holds Series 3, 7, 63, and 65 securities licenses, along with insurance licenses in life, accident, and health.

Jonathan currently resides in Morristown, NJ and enjoys spending much of his free time honing his skills as a competitive bridge player.

Alan leads the team's vision through his emphasize on asset allocation and total portfolio management with a focus on retirement income planning. He also helps with education funding, structures for charitable giving and estate planning. During his more than 20 year tenure in the industry the market has weathered several recessions, countless rallies and more than one market correction.  This continual cycle requires a disciplined approach to risk management. Alan utilizes professional money management along with individual laddered bond portfolios to try to accomplish diversification and protection.

Alan received his Bachelor of Business Administration (B.B.A.) in Accounting from Clarion University of Pennsylvania and went on to obtain the CPA. Alan is a Certified Financial Planner (CFP ®), Financial Planning Specialist and earned his Certified Investment Management Analyst (CIMA ®) designation from The Wharton School of Business. Alan and his wife Amy live in Ramsey, NJ with their two boys, Adam and Andrew.  Alan enjoys spending time with his family, coaching baseball and golfing.

Laura has spent nearly three decades assisting multiple generations in managing, organizing and preserving their wealth. Her mission is to provide a trusting environment based on active listening and to build an investment plan which meets the goals and risk tolerance of every client with whom she works. She believes that the success of wealth management is measured by its ability to enable one to pursue what matters most…today, tomorrow and for generations to come.

After graduating from the University of Wisconsin – Madison in 1987, Laura spent six years as a New Business Sales Representative with IBM. She became a Financial Consultant in 1993 having completed the PaineWebber Training program. She is FINRA registered and holds her Series 7, 63 and 65 securities licenses, as well as her Life, Health, Long Term Care Insurance and annuity licenses.

Laura has consistently achieved Director’s Council status with UBS and is a licensed CERTIFIED FINANCIAL PLANNER. She has been a guest speaker for Garden State Woman Magazine’s Financial Conference and has attended the Barron’s Winners Circle Top Women Advisors Summit. 

Laura resides with her family in Mendham, NJ and participates in the community and schools attended by her children, Seneca and Noah. Laura enjoys spending time with her family, being a Girl Scout leader, cycling and enjoying the great outdoors.

Eric joined Jonathan's practice in 2015 after 4 years managing a multimillion dollar property and loan portfolio for a New Jersey bank where he successfully spearheaded efforts to reduce the distressed assets on the bank's balance sheet. Eric is a strong advocate for the long term financial planning process whereby he works with clients and prospective clients to identify all relevant aspects of their financial picture and gain a deep understanding of their goals and resources. He believes this is a crucial step for both parties as it ensures he can accurately advise and that the client receives a tailored result.

Eric graduated cum laude from Bryant University in 2011 with a degree in Finance and minors in Economics and Applied Statistics. He holds Series 7, 63, and 65 securities licenses, along with insurance licenses in life, accident, and health.

Eric lives with his wife, Stephanie, in their Bridgewater, NJ home and when not spending time outdoors, he enjoys working on their many DIY renovation projects.

Joe is an Investment Associate with 38 years of experience in the financial services industry.  Joe holds Series 7,63 and 65 reistration and is licensed in Health, Life and Variable Insurance as well as Annuities.

Joe is married to Jodi and lives in Hampton Township, NJ.  He and Jodi have 4 children and 2 grandchildren.  Joe enjoys spending time with family in New Jersey and Florida.  In his spare time Joe enjoys being outdoors, refurbishing vintage fishing equipment, and maintaining 2 saltwater reef aquariums.

With 25 years' experience in the financial industry, Gina began her career at RBC Wealth Management where she was a senior assistant to the head director of Fixed Income trading. During her career at RBC Gina worked on a fast paced trading desk with multiple job responsibilities from client relations to operational management.

Gina joined UBS Financial Services in 2012. At UBS she has continued her strong level of commitment in offering a high degree of client communication with exceptional organizational administrative responsibilities. She also served on CSA council from 2017-2018.

Gina and her husband James live in Denville and have 11 year old twins Ava and Johnny.

Anita has been in the Financial Services Industry for over thirty years.  She came to UBS in 2012.  Prior to joining UBS, Anita worked a Morgan Stanley for 24 years.  While at Morgan Stanley, she held numerous positions there.  Anita graduated Magna Cum Laude from Berkeley College where she earned her Bachelor's Degree.  

In her spare time, Anita enjoys travel and family time. Anita lives in Wayne, NJ with her husband and two sons.