Experience

Bernard understands clearly how difficult it can be for clients to handle their complex financial situations without a trusted adviser's direction.  That's why, for more than 28 years, he has provided clients with comprehensive portfolio management services and timely insights into limiting risk.  By focusing on detailed budgeting and goal setting, Bernard works closely with his clients to develop a financial roadmap that is designed to help simplify their financial lives.

Before joining UBS, Bernard spent more than 15 years with Morgan Stanley and its predecessor firms.  Prior to Morgan Stanley, he held various roles in the financial services industry, including Vice President of Tanka Capital Management, Inc., where he was responsible for portfolio management, marketing and client servicing, and Associate Vice President of Systematic Financial Management, Inc.

Bernard graduated from Rutgers University with a B.S. in Marketing.  He earned the Investment Consultant designation through The Wharton School at the University of Pennsylvania.  He holds Series 7 (General Securities Representative), 9/10 (General Securities Sales Supervision), 31 (Futures Managed Funds) and 66 (Uniform Combined States Law) securities licenses as well as life and health insurance licenses.  He has served on the board of Habitat for Humanity for 6 years and has recently joined the Executive Advisory Board.  Bernard, Traci Tabback and their daughter, Maria, reside in Northern Bergen County, NJ.

Traci is dedicated to having an impact on each client's life by building long lasting relationships.  She focuses on developing through and tailored wealth management plans in order to help clients make smart decisions about their complex financial lives.

Traci has been in the financial services industry for more than 16 years and before joining UBS, Traci was with Morgan Stanley and its predecessor firms for 12 years.  She worked for Lilli Financial Services, a private wealth management practice prior to joining Morgan Stanley.  Traci earned a B.S. in Business Administration with a concentration in Marketing from Montclair State University.  She holds Series 7 (General Securities Representative), 31 (Futures Managed Funds) and 66 (Uniform Combined States Law) securities licenses as well as life and health insurance licenses.  Traci, Bernard Fasciano, and their daughter, Maria, reside in Northern Bergen County, NJ.

Valerie deeply believes that impeccable service is essential to any successful relationship.  She provides highly personalized services and always strives to create a nuturing, accessible and friendly environment.

For more than 30 years, Valerie worked at Myron Manufacturing in a broad range of client servicing capacities.  The newest member of Fasciano Wealth Management, Valerie provides dedicated administrative support for the group.  In spare time she donates her time to her local American Legion Post as well as Coast Guard's safety education programs.