The right moves for your financial future

Feldman Group

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Road

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.

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    George Feldman

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CT
    • DE
    • FL
    • KY
    • MA
    • NC
    • NJ
    • NY
    • PA
    • SC
    • TX
    • VA
    • WA

    George M. Feldman has over 30 years of experience in financial services.  As a CFP®, he has deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. George has concentrated his career on assisting individuals, families as well as small businesses with managing their assets and liabilities.  George follows a conservative disciplined money management approach, making full use of UBS's resources.  He works closely with his clients to build individualized plans based on their needs and goals. 

    George started his Financial Services career as a Certified Public Accountant (CPA®).  After leaving Public Accounting, George worked as the Controller of a Private Money Management Firm. 

    A graduate of Pace University with a B.B.A. in accounting, George has also obtained the Certified Financial Planner™ certification awarded by the Certified Financial Planner Board of Standards, Inc.

    George is very active in his community.  Belonging to a number of charities over the years, he has served on various boards and is still currently the Treasurer of a local non-profit.  George and his wife Donna have 3 daughters and reside in Freehold, NJ.

     

      • Pace University , B.B.A. Accounting
      • CERTIFIED FINANCIAL PLANNER™
      2310 Route 34 Suite 2A
      Manasquan, NJ 08736
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      Donna Feldman

      Client Associate

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      • NJ
      • NY

      Donna M. Feldman began working with her husband in 2006.  A graduate of St. John's University with a B.S. in paralegal studies, she then went on to graduate from Benjamin N. Cardozo School of Law, with a J.D. degree.  After raising their three daughters, Donna began to practice law.  Soon thereafter, George and Donna felt her skills and dedication to client service would enable the Feldman Group to further enhance their client's ability to pursue their financial goals.

       

        • Benjamin N. Cardozo School of Law, J.D.
        • St. John's University, B.S. Paralegal Studies
          2310 Route 34 Suite 2A
          Manasquan, NJ 08736

        The circular economy: What is it?

        Retirement planning

        Retirement planning

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        Multigenerational planning

        Legacy—Wealth for others

        For needs that go beyond your own—to help you improve the lives of others

        What will your legacy be?
        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

        Learn more at ubs.com/wealthway.

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        As of 06/30/2022

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