Senior Vice President–Wealth Management
Financial Advisor
For more than two decades, I have been fortunate enough to help provide individuals and their families with financial wellness, security and independence. As a financial advisor and portfolio manager, I believe that by adopting a comprehensive, planning-based approach early in a relationship, I can more responsibly and effectively guide my clients towards achieving their long-term goals, dreams and aspirations. An important part of my process is to consistently bring objectivity, insight, and a genuine enthusiasm towards understanding my client's total financial picture. And at the center of it all is a trusted relationship, which I seek to foster by delivering to all my clients the same level of professional integrity and personal service as I would my own family.
Prior to launching my wealth management career, I graduated from Rutgers Business School with Honors, earning a Bachelor’s degree in Finance. Then while building my practice, I attended Rutgers Law School at night and graduated Magna Cum Laude with a Juris Doctorate degree. At Rutgers Law, I was named the Saul Tischler Scholar, which is the school's highest academic honor and awarded to the student demonstrating the greatest academic achievement in his class. In 2017, I passed the bar exam and was admitted to practice law by the New Jersey State Bar Association.
Last but really first, I have an amazing 7 year old son who is my pride and joy and with whom I spend as much of my free time as possible. Whether we are playing sports, cooking together or simply hanging out in the backyard, he is a constant reminder of how important laughter and family is to true happiness.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
For more than two decades, I have been fortunate enough to help provide individuals and their families with financial wellness, security and independence. As a financial advisor and portfolio manager, I believe that by adopting a comprehensive, planning-based approach early in a relationship, I can more responsibly and effectively guide my clients towards achieving their long-term goals, dreams and aspirations. An important part of my process is to consistently bring objectivity, insight, and a genuine enthusiasm towards understanding my client's total financial picture. And at the center of it all is a trusted relationship, which I seek to foster by delivering to all my clients the same level of professional integrity and personal service as I would my own family.
Prior to launching my wealth management career, I graduated from Rutgers Business School with Honors, earning a Bachelor’s degree in Finance. Then while building my practice, I attended Rutgers Law School at night and graduated Magna Cum Laude with a Juris Doctorate degree. At Rutgers Law, I was named the Saul Tischler Scholar, which is the school's highest academic honor and awarded to the student demonstrating the greatest academic achievement in his class. In 2017, I passed the bar exam and was admitted to practice law by the New Jersey State Bar Association.
Last but really first, I have an amazing 7 year old son who is my pride and joy and with whom I spend as much of my free time as possible. Whether we are playing sports, cooking together or simply hanging out in the backyard, he is a constant reminder of how important laughter and family is to true happiness.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
Client Associate
Often your first point of contact, Kelly helps clients resolve all administrative account issues and uses the extensive capabilities of UBS to deliver an exceptional client experience. She is responsible for all areas of client service, which includes reviewing monthly statements, account activity, wire transfers, funds transfers, online services, checks, tax information, market quotes, and much more.
Client Associate
Often your first point of contact, Kelly helps clients resolve all administrative account issues and uses the extensive capabilities of UBS to deliver an exceptional client experience. She is responsible for all areas of client service, which includes reviewing monthly statements, account activity, wire transfers, funds transfers, online services, checks, tax information, market quotes, and much more.
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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