A plan for today, tomorrow and generations to come

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

rowing

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Professionals

Multi-generational families

retirement couple

Retirement planning

Education Financing

Education financing

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Frank

    Frank Condon, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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

    With 26 years working in Financial Services, Frank is especially qualified to provide highly personalized wealth management services to his clients. Wealth management is more than just access to the wide range of financial services and solutions–it is how those services and solutions are tailored to help people achieve their personal financial goals and dreams. Frank leverages his extensive experience to help clients embrace and prepare for their financial future.

    Frank joined UBS Financial Services, Inc. in November of 1999 after employment at Prudential Securities. He graduated high school in 1984 from Christian Brothers Academy in Lincroft, NJ where he went on to attend Cornell University and graduated with dual Bachelors of Arts degrees in Economics and Government in 1988. He earned the designation of Certified Financial Planner (CFP) in March 1997.

    Frank and his wife Samantha reside in Marlboro, NJ with their three sons. He currently serves on Family Services Committee of Monmouth County Habitat For Humanity.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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, 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.

    • Cornell University, B.A. Economics and Government
    • CERTIFIED FINANCIAL PLANNER™
    140 Broad Street
    Suite 100
    Red Bank, NJ 07701
    frank.condon@ubs.com
    Frank Condon, CFP
    140 Broad Street,Red Bank,NJ,07701
  • MIchael

    Michael Guido, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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

    Trusted financial advice is more important today than ever. With over 20 years of industry experience, Michael's clients' financial goals are the focus of everything he does.  He aims to learn all he can about his clients, so he can address their most important priorities with a detailed plan that puts their goals within reach. Michael is committed to a relationship with his clients that’s relevant to their life and focused on their financial success.

    After graduating with a Bachelor of Arts degree in Economics from Muhlenberg College, Michael joined UBS Financial Services in June of 1998 in the Account Transfer: Recruit Services division. He earned the designation of Certified Financial Planner (CFP) in February 2005.

    Michael and his wife Carlyn reside in Bordentown, NJ with their two daughters. He enjoys spending time with his family at the Jersey shore.

    • 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.

    • Muhlenberg College, B.A. Economics
    • CERTIFIED FINANCIAL PLANNER™
    140 Broad Street
    Suite 100
    Red Bank, NJ 07701
    michael.guido@ubs.com
    Michael Guido, CFP
    140 Broad Street,Red Bank,NJ,07701
  • Alyssa

    Alyssa Scardelli, CRPC

    Senior Wealth Strategy Associate

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TX
    • VA
    • VT
    • WA

    Financial planning is not a one-time event, and constant client contact and review of the financial plan is at the core of what we do. Alyssa  plays a major role in the client service experience, while also being an integral part of the financial planning process. She assists with overseeing the ongoing client review process and makes sure reoccurring client meetings are scheduled which is crucial to the financial planning process. Alyssa is also heavily involved in the preparation and follow up associated with the client review meetings.

    Alyssa is Series 7 & 66 licensed. She received her Bachelor's degree from Fairfield University in 2009, where she graduated Cum Laude.  Prior to joining UBS, she worked at Goldman Sachs in the Private Wealth Management division. Before that, Alyssa spent 6 years at Merrill Lynch in various Wealth management roles. 

    Alyssa currently resides in Little Silver, NJ with her husband, Nick and their 2 children. She enjoys traveling with her family, and has a special fondness for Italy where she spent a semester abroad during college.

      • Fairfield University, Bachelor, Cum Laude
      • Chartered Retirement Planning Counselor
      140 Broad Street
      Suite 100
      Red Bank, NJ 07701
      alyssa.scardelli@ubs.com
      Alyssa Scardelli, CRPC
      140 Broad Street,Red Bank,NJ,07701
    • Catherine

      Catherine Kopko

      Client Associate

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        Catherine joined UBS Financial Services in 2008. She is responsible for all operational and administrative aspects of our team, from establishing new accounts to servicing existing clients. Catherine brings a wealth of client service experience to our team, and focuses on maintaining long standing client relationships through exceptional customer service.

        Prior to working in the financial services industry, Catherine has provided executive assistance for major telecom corporations in New Jersey for over 15 years. Catherine attended The Cittone Institute in Edison, New Jersey graduating with an associate degree in Office Administration and Business Technology. 

        Catherine resides in Monroe Township, New Jersey with her husband Ken. Her daughter Elizabeth is studying to be a teacher at Kean University, and her son Kenneth attends college at St. John's University. In her spare time, Catherine enjoys baking and spending time with family and friends.

          • The Cittone Institute, A.A. Office Administration and Business Technology
            140 Broad Street
            Suite 100
            Red Bank, NJ 07701
            catherine.kopko@ubs.com
            Catherine Kopko
            140 Broad Street,Red Bank,NJ,07701

          A team approach

          Goals-based planning

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $5.8+ trn

          UBS Group invested assets
          As of 03/31/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

          Global Wealth Report 2024

          Crafted wealth intelligence

          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

          Gain additional insights into the trends shaping wealth in the US and around the world.

          Download the report