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Pursuing Your Goals Together

As an affluent professional, business owner or corporate executive, you are looking for wealth management guidance that adds value to your life. Beyond investment performance, we offer innovative ideas, a deep understanding of your needs and a long-term strategy focused on your family’s success.

At FLO Wealth Management, our collective experience spans more than 100 years and generations of family relationships. We are passionate about providing comprehensive financial planning that can help guide you through the different stages of your financial life. We are equally at home addressing the complexities posed by inherited wealth.

We are a multigenerational team whose roots in the South Jersey and greater Philadelphia area run deep, and we are proud to be active members of our community. We are also proud to be of service to our clients—to their values and the ultimate pursuit of their goals.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Mark D. Fendrick - Profile Photo

    Mark Fendrick, CFP

    Managing Director–Wealth Management

    Financial Advisor

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    Mark D. Fendrick, CFP®, Managing Director, Wealth Management, has been licensed since 1983. Following a successful 25-year career with Morgan Stanley, Mark joined UBS in November of 2008. Mark earned a BS in Accounting at University of Delaware and an MBA with concentration in Investment Management from Drexel University. Mark is also a CERTIFIED FINANCIAL PLANNER™. Mark is involved in his community, Past President of Temple Beth Sholom, Past Board Member and Finance Committee Member of Our Lady of Lourdes Hospital, Board Member of Jewish Community Foundation and Co-Chair of the Investment Committee, and Board Member of Jewish Federation of Southern New Jersey.
    • Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2017, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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 Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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, 2023, 2024, 2025The 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.

    • Drexel University, MBA with concentration in Investment Management
    • University of Delaware, BS in Accounting
    • CERTIFIED FINANCIAL PLANNER®
    • Senior Portfolio Manager
    • Wealth Advisor
    1800 North Military Trail
    Suite 300
    Boca Raton, FL 33431
    mark.fendrick@ubs.com
    Mark Fendrick, CFP
    1800 North Military Trail,Boca Raton,FL,33431
  • Jamison A. Licausi - Profile Photo

    Jamison A. Licausi, CFP

    Senior Vice President–Wealth Management

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    Jamison A. Licausi, CERTIFIED FINANCIAL PLANNER™ has been helping clients build and preserve their wealth since 2004. The Fendrick Group is a key player, managing over $1.5 Billion in assets. Jamison advises clients on all aspects of personal and business matters.

    Jamison started his career with a municipal bond firm in Northern New Jersey. He was recruited by the Morgan Stanley Providence, RI office in 2005. Two years later, he partnered with Mark Fendrick in Cherry Hill, NJ to form the Fendrick Group.

    Jamison lives in Moorestown, NJ with his wife Rachel, and children Claire, Jamison, and Jane. Jamison was a collegiate golfer and has won multiple club championships. 

    • Forbes Best-in-State Wealth Advisors, 2025The 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, 2023, 2024, 2025The 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.

    • Moravian College in Bethlehem, PA, BA in Business Management
    • CERTIFIED FINANCIAL PLANNER®
    • Senior Portfolio Manager
    • Wealth Advisor
    501 Fellowship Road
    Suite 302
    Mt. Laurel, NJ 08054
    jamison.licausi@ubs.com
    Jamison A. Licausi, CFP
    501 Fellowship Road,Mt. Laurel,NJ,08054
  • David A. Ostrum - Profile Photo

    David A. Ostrum, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    David A. Ostrum, CFP®, has been a professional in investment banking and wealth management since 2008. He holds a Bachelor of Science in Finance from Pennsylvania State University and a Master of Business Administration from Temple University's Fox School of Business. David began his career at J.P. Morgan Chase in their investment bank, where he completed his training in London, England, specializing in foreign exchange and international equity, before advancing to the role of finance manager supporting the equity trading desk.

    In 2014, David joined UBS as a wealth planning consultant with a goal of becoming a financial advisor on an industry-leading wealth management team. Today, he is an industry-recognized advisor with the FLO Wealth Management team. In this capacity, he performs a multifaceted role, collaborating closely with clients to achieve their long-term financial objectives. His expertise encompasses developing personalized investment strategies and comprehensive financial plans, providing guidance and advice for complex financial decisions.

    Residing in Moorestown, NJ, David lives with his wife Lindsay and their three children: Emily, Griffin, and Austin. He is actively involved in coaching his children's sports teams and is a dedicated Philadelphia sports enthusiast. Additionally, David contributes to his community through his service as a Board Member and Finance Chairman of the Jewish Federation of Southern New Jersey and as a Board Member of the Jewish Community Foundation. He also co-chairs the Foundation’s Endowment Investment Committee. In 2023, he was honored with the Young Leadership Award from the Jewish Federation of Southern New Jersey.

    • Forbes Best-in-State Wealth Advisors, 2025The 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, 2023, 2024, 2025The 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.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
    • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • Temple University's Fox School of Business, MBA
    • Pennsylvania State University, BS in Finance
    • CERTIFIED FINANCIAL PLANNER®
    501 Fellowship Road
    Suite 302
    Mt. Laurel, NJ 08054
    david.ostrum@ubs.com
    David A. Ostrum, CFP
    501 Fellowship Road,Mt. Laurel,NJ,08054
  • Monique Karpen-Titlemore - Profile Photo

    Monique Karpen-Titlemore

    Investment Associate

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          501 Fellowship Road
          Suite 302
          Mt. Laurel, NJ 08054
          monique.karpen@ubs.com
          Monique Karpen-Titlemore
          501 Fellowship Road,Mt. Laurel,NJ,08054
        • Alec

          Alec Fendrick

          Wealth Strategy Associate

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                501 Fellowship Road
                Suite 302
                Mt. Laurel, NJ 08054
                alec.fendrick@ubs.com
                Alec Fendrick
                501 Fellowship Road,Mt. Laurel,NJ,08054
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                Kathy Calo

                Client Associate

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                        501 Fellowship Road
                        Suite 302
                        Mt. Laurel, NJ 08054
                        kathy.calo@ubs.com
                        Kathy Calo
                        501 Fellowship Road,Mt. Laurel,NJ,08054
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                      Tariffs, volatility and your portfolio

                      Are you ready?

                      In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                      We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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                      As of 12/31/2024

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                      UBS is a leading and truly global wealth manager

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