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.

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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
    • CO
    • CT
    • FL
    • KY
    • 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®
      2107 Route 34
      Suite 102
      Wall, NJ 07719
      george.feldman@ubs.com
      George Feldman
      2107 Route 34,Wall,NJ,07719
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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
          2107 Route 34
          Suite 102
          Wall, NJ 07719
          donna.feldman@ubs.com
          Donna Feldman
          2107 Route 34,Wall,NJ,07719
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        ElectionWatch 2024

        24 questions for the '24 US election

        Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

        The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

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