Financial planning and beyond

Meeting in a office

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.

Chess board

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.

  • jason

    Jason Feder

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA
    • WI

    Jason is a solutions-based advisor who assists clients in the areas of investment management and assessment of financial goals. His focus is developing investment management and asset allocation strategies using investment managers, mutual funds and exchange-traded index funds (ETFs). Additionally, he assists clients with charitable planning strategies and works with their advisors to develop and maintain their estate and income tax strategies.

    • Barron's Top 1,200 Financial Advisors, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 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.

        140 Broad Street
        Suite 100
        Red Bank, NJ 07701
        jason.feder@ubs.com
        Jason Feder
        140 Broad Street,Red Bank,NJ,07701
      • douglas

        Douglas Frew

        Financial Advisor

        CERTIFIED FINANCIAL PLANNER™

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • KS
        • LA
        • MA
        • MD
        • ME
        • MI
        • MT
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TX
        • VA
        • VT
        • WA
        • WI

        Doug is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and an Accredited Wealth Management Advisor SM for The Olsen Feder Group. He dedicates his work to help assist clients in building, maintaining and protecting their wealth. Doug works closely with each client to gain a thorough understanding of their unique circumstances so he can ensure they take the right steps to reach their goals.

        As a financial planner, he can provide expertise in the following areas:

        • Financial Planning
        • Retirement Planning
        • College Funding Strategies
        • Cash Flow & Budget Analysis
        • Employer Benefits
        • Risk and Liability Management
        • Charitable Giving Strategies

        Professional Experience

        Doug began his career at Merrill Lynch where he spent several years constructing written financial plans and customized investment strategies for high net worth clients. In 2014, he came to UBS and maintained a national top ranking as a Wealth Planning Analyst before joining the Olsen Feder Group.

        Education

        Doug earned his B.A in Economics from Rutgers University.

          • Rutgers University, B.A. Economics
          • CERTIFIED FINANCIAL PLANNER™
          • Accredited Wealth Management Advisor℠
          • Chartered Financial Consultant
          140 Broad Street
          Suite 100
          Red Bank, NJ 07701
          douglas.frew@ubs.com
          Douglas Frew
          140 Broad Street,Red Bank,NJ,07701
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          Maureen Barrett

          Senior Client Associate

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          • FL
          • NJ
          • NY
          • PA

                140 Broad Street
                Suite 100
                Red Bank, NJ 07701
                maureen.barrett@ubs.com
                Maureen Barrett
                140 Broad Street,Red Bank,NJ,07701
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                Nicholas DeBiase

                Client Associate

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                        140 Broad Street
                        Suite 100
                        Red Bank, NJ 07701
                        nicholas.debiase@ubs.com
                        Nicholas DeBiase
                        140 Broad Street,Red Bank,NJ,07701
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                        Lucas DePofi

                        Wealth Strategy Associate

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                        • AL
                        • AZ
                        • CA
                        • CO
                        • CT
                        • DC
                        • DE
                        • FL
                        • GA
                        • IL
                        • IN
                        • KS
                        • LA
                        • MA
                        • MD
                        • ME
                        • MI
                        • MN
                        • MT
                        • NC
                        • NH
                        • NJ
                        • NV
                        • NY
                        • OH
                        • OR
                        • PA
                        • PR
                        • RI
                        • SC
                        • TX
                        • VA
                        • VT
                        • WA
                        • WI

                              140 Broad Street
                              Suite 100
                              Red Bank, NJ 07701
                              lucas.depofi@ubs.com
                              Lucas DePofi
                              140 Broad Street,Red Bank,NJ,07701

                            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.

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                            UBS and Credit Suisse—stronger than ever

                            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

                            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

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