Senior Vice President–Wealth Management
Financial Advisor
Chris began his career as a Financial Advisor with Merrill Lynch in 1982. He is a 1981 graduate of LaSalle University where he earned a Bachelor of Science Degree in Finance and Marketing. He is a Certified Financial Planner and Chartered Retirement Planning Counselor. In December of 2008, Chris moved his practice to UBS Financial Services Inc. His practice is based on a comprehensive and holistic approach to financial planning. Chris's client base is diverse with a concentration in senior and mid-level company executives and control persons, successful entrepreneurs and charitable foundations.
He is the former Chairman of his Church Finance Committee, where he oversaw the fundraising and financing for construction of a $22 million new Church and School. He has also served on the board of trustees of a local private high school. Among other charitable pursuits Chris is a Founding member of "Team Steve", annual participants in the American Cancer Society Philadelphia Bike a Thon. Chris and his wife Megan have three grown children, and Live in Galloway, NJ.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Chris began his career as a Financial Advisor with Merrill Lynch in 1982. He is a 1981 graduate of LaSalle University where he earned a Bachelor of Science Degree in Finance and Marketing. He is a Certified Financial Planner and Chartered Retirement Planning Counselor. In December of 2008, Chris moved his practice to UBS Financial Services Inc. His practice is based on a comprehensive and holistic approach to financial planning. Chris's client base is diverse with a concentration in senior and mid-level company executives and control persons, successful entrepreneurs and charitable foundations.
He is the former Chairman of his Church Finance Committee, where he oversaw the fundraising and financing for construction of a $22 million new Church and School. He has also served on the board of trustees of a local private high school. Among other charitable pursuits Chris is a Founding member of "Team Steve", annual participants in the American Cancer Society Philadelphia Bike a Thon. Chris and his wife Megan have three grown children, and Live in Galloway, NJ.
Education
Credentials
Financial Advisor
Alex began his professional career as a Financial Advisor in 2004 after graduating from Monmouth University with a Bachelor of Science in Finance and Management as well as a Master in Business Administration. Alex has been a member of the team since 2008. He is a member of the Atlantic City Chamber of Commerce, St. Augustine Prep Alumni, Atlantic City BNI Chapter, Hidden Creek Country Club, Absecon/Galloway Rotary Club, and he is involved with several charities. Alex and his wife Julie reside in Absecon, NJ with their three children; Alexander, Trevor and Mia as well as their two dogs; Texas and Lilly.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Financial Advisor
Alex began his professional career as a Financial Advisor in 2004 after graduating from Monmouth University with a Bachelor of Science in Finance and Management as well as a Master in Business Administration. Alex has been a member of the team since 2008. He is a member of the Atlantic City Chamber of Commerce, St. Augustine Prep Alumni, Atlantic City BNI Chapter, Hidden Creek Country Club, Absecon/Galloway Rotary Club, and he is involved with several charities. Alex and his wife Julie reside in Absecon, NJ with their three children; Alexander, Trevor and Mia as well as their two dogs; Texas and Lilly.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Client Associate
Steven brings a commitment to each client’s relationship the Senior Registered Client Associate. Steven started in the financial services industry almost 11 years ago with AXA Advisors, he has since worked at Bank of America/Merrill Edge and then was promoted to the Bank of America Financial Center helping bank clients with their banking & investments. He left in May 2022 to join UBS. He lives in Forked River, NJ with his wife Joann, his daughter Abigail, and Marshall the family dog.
Senior Client Associate
Steven brings a commitment to each client’s relationship the Senior Registered Client Associate. Steven started in the financial services industry almost 11 years ago with AXA Advisors, he has since worked at Bank of America/Merrill Edge and then was promoted to the Bank of America Financial Center helping bank clients with their banking & investments. He left in May 2022 to join UBS. He lives in Forked River, NJ with his wife Joann, his daughter Abigail, and Marshall the family dog.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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